+943.2%
XBI vs CPB
+40.5%
+902.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.5% |
| 7D | -0.9% | -8.2% | +7.3% | +1.0% |
| 30D | +2.9% | -5.6% | +8.5% | +4.1% |
| 3M | +26.2% | +3.0% | +23.2% | +24.6% |
| 6M | +30.7% | -12.7% | +43.4% | +33.8% |
| YTD | +32.9% | -18.0% | +50.9% | +37.7% |
| 1Y | +72.3% | -31.7% | +104.0% | +86.3% |
| 3Y | +107.2% | -41.0% | +148.1% | +129.0% |
| 5Y | +23.2% | -38.4% | +61.6% | +32.0% |
| 10Y | +158.5% | -45.0% | +203.5% | +175.2% |
| All | +943.2% | +40.5% | +902.7% | +578.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CPB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling