-99.0%
XELB price history and return analytics
+334.2%
-433.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.3% |
| 7D | -23.0% | +2.4% | -25.4% | -24.7% |
| 30D | -1.7% | -1.5% | -0.2% | -0.3% |
| 3M | -68.5% | -4.1% | -64.4% | -67.3% |
| 6M | -82.2% | +0.6% | -82.8% | -82.3% |
| YTD | -69.1% | +11.0% | -80.1% | -71.6% |
| 1Y | -65.4% | +13.3% | -78.7% | -68.7% |
| 3Y | -96.1% | +73.4% | -169.5% | -97.5% |
| 5Y | -97.5% | +57.4% | -155.0% | -98.3% |
| 10Y | -99.3% | +221.7% | -321.0% | -99.7% |
| All | -99.0% | +334.2% | -433.2% | -99.4% |
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