+76.1%
XBI vs LVS
-18.2%
+94.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +0.9% | -1.5% | +2.4% | +1.0% |
| 30D | +7.1% | -3.2% | +10.3% | +7.4% |
| 3M | +22.9% | -12.0% | +34.9% | +24.5% |
| 6M | +29.7% | -19.9% | +49.6% | +32.2% |
| YTD | +34.5% | -30.6% | +65.1% | +37.3% |
| 1Y | +76.1% | -17.7% | +93.8% | +78.0% |
| All | +76.1% | -18.2% | +94.2% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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