+64.0%
XBI vs CORZ
+12.0%
+52.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -0.8% |
| 7D | -4.6% | +0.3% | -4.9% | -4.7% |
| 30D | -2.0% | -14.0% | +12.0% | -0.4% |
| 3M | +17.8% | -34.1% | +51.9% | +23.1% |
| 6M | +23.7% | +8.5% | +15.3% | +19.5% |
| YTD | +28.2% | +23.2% | +5.0% | +21.6% |
| 1Y | +64.0% | +15.4% | +48.6% | +49.8% |
| All | +64.0% | +12.0% | +52.0% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CORZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling