+64.0%
XBI vs GPC
-0.9%
+64.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -4.6% | -3.2% | -1.5% | -4.2% |
| 30D | -2.0% | +0.5% | -2.5% | -2.1% |
| 3M | +17.8% | +31.7% | -14.0% | +12.7% |
| 6M | +23.7% | +24.7% | -1.0% | +18.4% |
| YTD | +28.2% | +11.8% | +16.5% | +19.2% |
| 1Y | +64.0% | -3.0% | +66.9% | +60.3% |
| All | +64.0% | -0.9% | +64.9% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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