+82.8%
XBI vs CORZ
+225.9%
-143.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -1.3% |
| 7D | -3.6% | +7.6% | -11.2% | -4.3% |
| 30D | +0.9% | -6.9% | +7.8% | +1.4% |
| 3M | +21.4% | -33.0% | +54.5% | +25.1% |
| 6M | +25.5% | +19.3% | +6.2% | +22.2% |
| YTD | +30.8% | +24.2% | +6.6% | +26.5% |
| 1Y | +68.6% | +24.5% | +44.1% | +62.1% |
| All | +82.8% | +225.9% | -143.1% | +50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling