+47.9%
XBI vs CPRT
-24.7%
+72.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.0% | -2.4% | +2.5% |
| 7D | +1.0% | +12.6% | -11.6% | +0.5% |
| 30D | +1.9% | +18.0% | -16.1% | +1.0% |
| 3M | +4.8% | +11.0% | -6.2% | +4.5% |
| 6M | +19.3% | -2.0% | +21.3% | +19.6% |
| YTD | +30.6% | -16.7% | +47.3% | +29.0% |
| 1Y | +47.9% | -23.9% | +71.8% | +43.0% |
| All | +47.9% | -24.7% | +72.6% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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