+99.4%
XBI vs RBLX
+55.8%
+43.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.6% |
| 7D | -4.6% | +5.1% | -9.7% | -5.2% |
| 30D | -2.0% | +28.0% | -30.0% | -5.1% |
| 3M | +17.8% | +4.6% | +13.2% | +15.6% |
| 6M | +23.7% | -24.7% | +48.4% | +26.2% |
| YTD | +28.2% | -43.8% | +72.1% | +34.9% |
| 1Y | +64.0% | -65.8% | +129.7% | +84.6% |
| 3Y | +99.4% | +59.4% | +40.0% | +65.8% |
| All | +99.4% | +55.8% | +43.6% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBLX.
Daily Out/Under-Performance
Portfolio return minus RBLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBLX 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 RBLX 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