+84.5%
AAPL vs XEL
+46.3%
+38.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.6% |
| 7D | -0.5% | -1.2% | +0.7% | -0.4% |
| 30D | +7.1% | -2.9% | +10.0% | +7.3% |
| 3M | +12.1% | -2.7% | +14.8% | +12.3% |
| 6M | +25.4% | -6.5% | +31.9% | +26.0% |
| YTD | +20.5% | +3.6% | +16.8% | +19.8% |
| 1Y | +44.5% | +7.5% | +37.0% | +43.0% |
| All | +84.5% | +46.3% | +38.2% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 3y: compounded portfolio wealth divided by compounded XEL 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…
3y analysis · Full analysis span regression · 6 months rolling