+64.0%
XBI vs CPNG
-52.8%
+116.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -0.9% |
| 7D | -4.6% | -1.1% | -3.5% | -4.5% |
| 30D | -2.0% | -7.4% | +5.4% | -0.8% |
| 3M | +17.8% | -12.3% | +30.1% | +19.9% |
| 6M | +23.7% | -19.4% | +43.2% | +25.6% |
| YTD | +28.2% | -35.9% | +64.1% | +33.3% |
| 1Y | +64.0% | -53.4% | +117.4% | +79.1% |
| All | +64.0% | -52.8% | +116.7% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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