+880.6%
XBI vs LIN
+1,384.6%
-504.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +3.2% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | +1.3% | +6.5% | -5.1% | -2.1% |
| 3M | -1.5% | +5.5% | -7.0% | -4.5% |
| 6M | +10.7% | +3.3% | +7.3% | +8.1% |
| YTD | +25.0% | +22.0% | +2.9% | +11.0% |
| 1Y | +39.9% | +25.7% | +14.1% | +22.1% |
| 3Y | +119.2% | +36.2% | +83.0% | +81.6% |
| 5Y | +16.6% | +66.1% | -49.4% | -14.3% |
| 10Y | +181.3% | +431.0% | -249.7% | +7.1% |
| All | +880.6% | +1,384.6% | -504.1% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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