+125.2%
XBI vs PCOR
+50.0%
+75.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -1.1% | +3.0% | -4.1% | -1.6% |
| 30D | +2.6% | +38.7% | -36.1% | -3.9% |
| 3M | -4.0% | +24.9% | -28.9% | -8.5% |
| 6M | +10.9% | +68.8% | -57.8% | -1.2% |
| YTD | +23.6% | +6.7% | +16.9% | +21.8% |
| 1Y | +35.1% | +3.0% | +32.1% | +34.4% |
| 3Y | +125.2% | +48.6% | +76.6% | +83.7% |
| All | +125.2% | +50.0% | +75.2% | +83.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling