-97.2%
XELB price history and return analytics
+348.8%
-446.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | 0.0% | +1.0% | -1.0% | -0.9% |
| 30D | -17.8% | -0.2% | -17.6% | -17.7% |
| 3M | -52.6% | +4.5% | -57.2% | -54.3% |
| 6M | -40.8% | +14.1% | -54.8% | -46.9% |
| YTD | -16.7% | +14.8% | -31.4% | -25.7% |
| 1Y | -38.3% | +21.2% | -59.5% | -47.2% |
| 3Y | -92.6% | +76.6% | -169.2% | -95.3% |
| 5Y | -94.6% | +66.6% | -161.2% | -96.4% |
| 10Y | -98.2% | +222.3% | -320.5% | -99.1% |
| All | -97.2% | +348.8% | -446.0% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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