+21.8%
XBI vs GPC
+30.4%
-8.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.9% |
| 7D | -3.6% | -0.6% | -3.0% | -3.4% |
| 30D | +0.9% | +1.3% | -0.4% | +0.4% |
| 3M | +21.4% | +37.1% | -15.7% | +8.8% |
| 6M | +25.5% | +23.2% | +2.3% | +16.3% |
| YTD | +30.8% | +13.1% | +17.8% | +22.8% |
| 1Y | +68.6% | +0.9% | +67.7% | +65.0% |
| 3Y | +103.9% | -0.8% | +104.7% | +93.5% |
| All | +21.8% | +30.4% | -8.6% | -6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling