+72.3%
XBI vs CSGP
-66.0%
+138.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -1.1% |
| 7D | -0.9% | -5.1% | +4.2% | -0.8% |
| 30D | +2.9% | +0.3% | +2.6% | +3.0% |
| 3M | +26.2% | -9.1% | +35.3% | +26.7% |
| 6M | +30.7% | -37.3% | +68.0% | +34.5% |
| YTD | +32.9% | -54.9% | +87.8% | +39.2% |
| 1Y | +72.3% | -65.5% | +137.8% | +93.2% |
| All | +72.3% | -66.0% | +138.2% | +93.2% |
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