+88.8%
XBI vs CRBG
+117.3%
-28.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.8% |
| 7D | -4.6% | +0.6% | -5.2% | -4.8% |
| 30D | -2.0% | +2.6% | -4.6% | -2.9% |
| 3M | +17.8% | +24.0% | -6.2% | +10.2% |
| 6M | +23.7% | +50.5% | -26.8% | +8.9% |
| YTD | +28.2% | +17.1% | +11.1% | +20.7% |
| 1Y | +64.0% | +5.9% | +58.1% | +58.7% |
| 3Y | +99.4% | +122.7% | -23.3% | +48.1% |
| All | +88.8% | +117.3% | -28.5% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 10y: compounded portfolio wealth divided by compounded CRBG 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…
10y analysis · Full analysis span regression · 6 months rolling