+149.7%
XBI vs RRC
+4.9%
+144.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | -4.6% | -1.8% | -2.9% | -4.4% |
| 30D | -2.0% | +2.7% | -4.7% | -2.4% |
| 3M | +17.8% | +8.8% | +9.0% | +16.1% |
| 6M | +23.7% | -1.2% | +24.9% | +23.4% |
| YTD | +28.2% | +17.6% | +10.7% | +24.3% |
| 1Y | +64.0% | +18.4% | +45.5% | +58.4% |
| 3Y | +99.4% | +33.1% | +66.3% | +87.0% |
| 5Y | +19.3% | +148.2% | -128.8% | -2.0% |
| All | +149.7% | +4.9% | +144.8% | +100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling