+68.6%
XBI vs PCOR
-23.7%
+92.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.1% | -1.4% |
| 7D | -3.6% | -9.0% | +5.4% | -3.2% |
| 30D | +0.9% | -7.0% | +7.8% | +1.2% |
| 3M | +21.4% | +18.3% | +3.1% | +20.4% |
| 6M | +25.5% | -7.8% | +33.3% | +26.2% |
| YTD | +30.8% | -25.6% | +56.4% | +36.4% |
| 1Y | +68.6% | -22.7% | +91.3% | +74.6% |
| All | +68.6% | -23.7% | +92.2% | +74.6% |
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