+64.0%
XBI vs CPRT
-38.3%
+102.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.3% |
| 7D | -4.6% | -11.2% | +6.5% | -4.2% |
| 30D | -2.0% | +3.3% | -5.3% | -1.7% |
| 3M | +17.8% | -3.6% | +21.4% | +18.3% |
| 6M | +23.7% | -15.8% | +39.5% | +24.0% |
| YTD | +28.2% | -23.5% | +51.7% | +27.7% |
| 1Y | +64.0% | -38.8% | +102.7% | +63.7% |
| All | +64.0% | -38.3% | +102.3% | +63.7% |
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