+100.2%
XBI vs CPB
-43.2%
+143.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.3% | +2.7% | -1.2% |
| 7D | -4.6% | -5.4% | +0.8% | -4.1% |
| 30D | -0.8% | -7.8% | +7.0% | -0.1% |
| 3M | +21.8% | -6.9% | +28.8% | +22.5% |
| 6M | +23.2% | -12.2% | +35.4% | +24.9% |
| YTD | +28.7% | -21.1% | +49.8% | +32.2% |
| 1Y | +67.8% | -33.5% | +101.3% | +77.7% |
| All | +100.2% | -43.2% | +143.4% | +111.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling