+47.9%
XBI vs CSGP
-53.2%
+101.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.0% | -1.4% | +2.7% |
| 7D | +1.0% | +18.3% | -17.3% | +1.2% |
| 30D | +1.9% | +17.8% | -15.9% | +1.8% |
| 3M | +4.8% | +9.3% | -4.5% | +5.0% |
| 6M | +19.3% | -7.9% | +27.2% | +20.3% |
| YTD | +30.6% | -51.5% | +82.2% | +34.8% |
| 1Y | +47.9% | -53.3% | +101.2% | +55.0% |
| All | +47.9% | -53.2% | +101.1% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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