+943.2%
XBI vs RRC
+62.9%
+880.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | -0.9% | -1.2% | +0.3% | -0.7% |
| 30D | +2.9% | +9.4% | -6.5% | +1.2% |
| 3M | +26.2% | +7.4% | +18.8% | +24.3% |
| 6M | +30.7% | +1.5% | +29.2% | +29.6% |
| YTD | +32.9% | +19.4% | +13.5% | +27.6% |
| 1Y | +72.3% | +24.2% | +48.0% | +63.6% |
| 3Y | +107.2% | +32.8% | +74.4% | +91.3% |
| 5Y | +23.2% | +152.9% | -129.7% | -4.6% |
| 10Y | +158.5% | +3.9% | +154.7% | +106.2% |
| All | +943.2% | +62.9% | +880.3% | +502.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling