+955.3%
XBI vs SLB
+43.7%
+911.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +0.9% | +0.8% | 0.0% | +0.5% |
| 30D | +7.1% | +15.8% | -8.8% | +2.4% |
| 3M | +22.9% | -0.3% | +23.2% | +22.0% |
| 6M | +29.7% | +21.3% | +8.4% | +21.1% |
| YTD | +34.5% | +52.3% | -17.8% | +17.1% |
| 1Y | +76.1% | +63.6% | +12.4% | +49.6% |
| 3Y | +103.2% | +3.8% | +99.4% | +92.6% |
| 5Y | +22.8% | +128.6% | -105.8% | -13.5% |
| 10Y | +176.3% | -3.1% | +179.3% | +131.2% |
| All | +955.3% | +43.7% | +911.6% | +605.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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