+926.8%
XBI vs JCI
+458.8%
+468.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | -3.6% | +4.1% | -7.7% | -5.1% |
| 30D | +0.9% | -3.8% | +4.7% | +2.2% |
| 3M | +21.4% | -1.6% | +23.1% | +21.5% |
| 6M | +25.5% | +9.5% | +16.0% | +19.9% |
| YTD | +30.8% | +21.7% | +9.1% | +19.4% |
| 1Y | +68.6% | +37.1% | +31.4% | +46.2% |
| 3Y | +103.9% | +165.2% | -61.3% | +33.8% |
| 5Y | +20.8% | +110.3% | -89.5% | -14.5% |
| 10Y | +164.0% | +341.0% | -177.0% | +35.5% |
| All | +926.8% | +458.8% | +468.0% | +194.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling