+240.9%
XHB vs CPB
-40.1%
+281.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | +0.2% |
| 7D | -4.1% | -4.1% | 0.0% | -3.3% |
| 30D | +9.6% | +16.9% | -7.3% | +6.5% |
| 3M | -6.0% | -0.6% | -5.5% | -6.2% |
| 6M | +2.2% | +11.4% | -9.2% | -0.3% |
| YTD | +1.1% | -14.8% | +16.0% | +3.4% |
| 1Y | -1.7% | -24.8% | +23.0% | +2.8% |
| 3Y | +36.5% | -36.6% | +73.1% | +45.7% |
| 5Y | +33.5% | -33.3% | +66.8% | +40.2% |
| 10Y | +240.9% | -40.4% | +281.3% | +251.5% |
| All | +240.9% | -40.1% | +281.1% | +251.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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