+943.2%
XBI vs EIX
+188.4%
+754.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.5% | -5.7% | -2.6% |
| 7D | -0.9% | +0.9% | -1.8% | -1.4% |
| 30D | +2.9% | -13.5% | +16.4% | +6.0% |
| 3M | +26.2% | -15.3% | +41.5% | +30.6% |
| 6M | +30.7% | -15.3% | +46.0% | +34.9% |
| YTD | +32.9% | +2.7% | +30.2% | +27.6% |
| 1Y | +72.3% | +17.4% | +54.8% | +57.2% |
| 3Y | +107.2% | -1.3% | +108.5% | +96.9% |
| 5Y | +23.2% | +27.2% | -4.0% | +4.9% |
| 10Y | +158.5% | +22.7% | +135.8% | +106.7% |
| All | +943.2% | +188.4% | +754.8% | +397.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EIX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling