+149.7%
XBI vs CTSH
+24.9%
+124.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -1.6% |
| 7D | -4.6% | -3.7% | -0.9% | -3.2% |
| 30D | -2.0% | +3.7% | -5.7% | -3.6% |
| 3M | +17.8% | +17.9% | -0.1% | +8.0% |
| 6M | +23.7% | -2.6% | +26.4% | +22.7% |
| YTD | +28.2% | -26.4% | +54.6% | +43.4% |
| 1Y | +64.0% | -13.0% | +77.0% | +68.3% |
| 3Y | +99.4% | -11.2% | +110.6% | +100.4% |
| 5Y | +19.3% | -14.3% | +33.6% | +20.3% |
| All | +149.7% | +24.9% | +124.8% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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