+124.8%
AAPL vs XEL
+27.8%
+97.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.8% |
| 7D | -0.5% | -1.2% | +0.7% | -0.2% |
| 30D | +7.1% | -2.9% | +10.0% | +7.8% |
| 3M | +12.1% | -2.7% | +14.8% | +12.7% |
| 6M | +25.4% | -6.5% | +31.9% | +27.1% |
| YTD | +20.5% | +3.6% | +16.8% | +18.6% |
| 1Y | +44.5% | +7.5% | +37.0% | +40.4% |
| 3Y | +85.8% | +46.3% | +39.4% | +60.4% |
| 5Y | +124.8% | +30.5% | +94.2% | +108.5% |
| All | +124.8% | +27.8% | +97.0% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling