+64.0%
XBI vs CPB
-33.6%
+97.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -4.6% | -1.8% | -2.9% | -4.6% |
| 30D | -2.0% | -7.1% | +5.1% | -2.0% |
| 3M | +17.8% | -6.0% | +23.8% | +18.0% |
| 6M | +23.7% | -5.3% | +29.0% | +24.4% |
| YTD | +28.2% | -20.8% | +49.1% | +29.4% |
| 1Y | +64.0% | -33.8% | +97.8% | +71.2% |
| All | +64.0% | -33.6% | +97.6% | +71.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling