+869.9%
XBI vs CPB
+48.9%
+820.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -1.1% |
| 7D | -1.1% | -1.6% | +0.5% | -0.8% |
| 30D | +2.6% | +19.2% | -16.6% | -1.6% |
| 3M | -4.0% | -0.9% | -3.1% | -4.2% |
| 6M | +10.9% | +15.2% | -4.3% | +6.4% |
| YTD | +23.6% | -13.1% | +36.7% | +25.9% |
| 1Y | +35.1% | -22.4% | +57.5% | +41.5% |
| 3Y | +125.2% | -35.3% | +160.5% | +143.0% |
| 5Y | +19.7% | -33.0% | +52.7% | +25.4% |
| 10Y | +130.6% | -39.2% | +169.7% | +137.2% |
| All | +869.9% | +48.9% | +820.9% | +520.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling