+76.1%
XBI vs PCOR
-14.7%
+90.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +3.9% | -0.2% |
| 7D | +0.9% | -9.0% | +9.8% | +1.3% |
| 30D | +7.1% | +4.2% | +2.9% | +6.8% |
| 3M | +22.9% | +14.4% | +8.5% | +22.2% |
| 6M | +29.7% | +0.2% | +29.5% | +29.9% |
| YTD | +34.5% | -20.3% | +54.7% | +39.7% |
| 1Y | +76.1% | -16.1% | +92.2% | +81.5% |
| All | +76.1% | -14.7% | +90.7% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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