+17.4%
XBI vs PCOR
-19.6%
+37.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +2.9% | +2.7% |
| 7D | -2.4% | +22.7% | -25.1% | -8.7% |
| 30D | +1.3% | +37.5% | -36.1% | -8.5% |
| 3M | -1.5% | +35.2% | -36.7% | -11.2% |
| 6M | +10.7% | +42.2% | -31.6% | -3.0% |
| YTD | +25.0% | +3.6% | +21.4% | +19.5% |
| 1Y | +39.9% | -4.8% | +44.6% | +37.8% |
| 3Y | +119.2% | +48.3% | +70.8% | +70.3% |
| All | +17.4% | -19.6% | +37.0% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling