+107.2%
XBI vs EXPD
+66.3%
+40.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.8% |
| 7D | -0.9% | -0.9% | 0.0% | -0.7% |
| 30D | +2.9% | +4.1% | -1.2% | +1.9% |
| 3M | +26.2% | +13.8% | +12.4% | +22.3% |
| 6M | +30.7% | +27.3% | +3.4% | +23.0% |
| YTD | +32.9% | +25.4% | +7.5% | +24.3% |
| 1Y | +72.3% | +54.4% | +17.9% | +49.3% |
| 3Y | +107.2% | +67.9% | +39.3% | +69.3% |
| All | +107.2% | +66.3% | +40.9% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 3y: compounded portfolio wealth divided by compounded EXPD 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…
3y analysis · Full analysis span regression · 6 months rolling