+504.9%
ABBV vs XEL
+151.6%
+353.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +0.3% | -0.3% | +0.5% | +0.3% |
| 30D | +3.4% | -3.9% | +7.3% | +4.6% |
| 3M | +15.2% | -2.8% | +18.0% | +16.2% |
| 6M | +14.7% | -5.4% | +20.1% | +16.5% |
| YTD | +15.2% | +3.8% | +11.4% | +13.6% |
| 1Y | +20.4% | +6.8% | +13.5% | +17.5% |
| 3Y | +91.3% | +45.6% | +45.8% | +68.0% |
| 5Y | +189.6% | +30.7% | +158.9% | +160.8% |
| All | +504.9% | +151.6% | +353.3% | +402.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling