+898.9%
XBI vs RY
+1,013.9%
-115.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.5% |
| 7D | +0.1% | -0.6% | +0.6% | +0.4% |
| 30D | +0.8% | +6.1% | -5.3% | -2.3% |
| 3M | -1.9% | -3.4% | +1.5% | -0.2% |
| 6M | +15.2% | +12.8% | +2.4% | +7.7% |
| YTD | +27.3% | +21.0% | +6.3% | +14.6% |
| 1Y | +41.5% | +40.5% | +1.0% | +17.6% |
| 3Y | +133.1% | +159.9% | -26.8% | +39.9% |
| 5Y | +23.7% | +125.0% | -101.3% | -20.3% |
| 10Y | +139.0% | +350.6% | -211.6% | +7.8% |
| All | +898.9% | +1,013.9% | -115.0% | +194.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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