+64.0%
XBI vs FOXA
+16.6%
+47.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.4% |
| 7D | -4.6% | +0.8% | -5.4% | -4.6% |
| 30D | -2.0% | +5.0% | -7.0% | -2.0% |
| 3M | +17.8% | -3.0% | +20.8% | +18.4% |
| 6M | +23.7% | +14.8% | +9.0% | +23.2% |
| YTD | +28.2% | -8.9% | +37.1% | +30.6% |
| 1Y | +64.0% | +13.3% | +50.6% | +62.6% |
| All | +64.0% | +16.6% | +47.4% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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