+121,410.5%
AAPL vs XEL
+1,965.5%
+119,445.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.6% |
| 7D | -2.7% | +1.3% | -4.0% | -3.1% |
| 30D | +1.0% | -1.5% | +2.5% | +1.4% |
| 3M | +5.0% | -0.2% | +5.2% | +4.9% |
| 6M | +23.0% | -5.4% | +28.5% | +24.4% |
| YTD | +16.6% | +5.6% | +11.0% | +14.5% |
| 1Y | +33.4% | +10.5% | +23.0% | +29.2% |
| 3Y | +79.9% | +49.2% | +30.7% | +59.2% |
| 5Y | +109.0% | +30.1% | +78.9% | +91.2% |
| 10Y | +1,210.4% | +146.7% | +1,063.8% | +929.9% |
| All | +121,410.5% | +1,965.5% | +119,445.0% | +48,427.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling