+47.9%
XBI vs CVE
+73.4%
-25.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -7.6% | +10.3% | +2.0% |
| 7D | +1.0% | -12.1% | +13.1% | 0.0% |
| 30D | +1.9% | -9.8% | +11.7% | +1.1% |
| 3M | +4.8% | -0.7% | +5.5% | +4.6% |
| 6M | +19.3% | -4.3% | +23.6% | +19.2% |
| YTD | +30.6% | +70.6% | -40.0% | +23.6% |
| 1Y | +47.9% | +73.2% | -25.3% | +39.2% |
| All | +47.9% | +73.4% | -25.5% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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