+47.9%
XBI vs JCI
+27.0%
+20.8%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.3% | +8.9% | +3.5% |
| 7D | +1.0% | -10.7% | +11.7% | +2.6% |
| 30D | +1.9% | -10.4% | +12.3% | +3.2% |
| 3M | +4.8% | -8.3% | +13.0% | +5.8% |
| 6M | +19.3% | -2.1% | +21.4% | +19.3% |
| YTD | +30.6% | +18.4% | +12.2% | +28.2% |
| 1Y | +47.9% | +27.7% | +20.2% | +43.9% |
| All | +47.9% | +27.0% | +20.8% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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