+20.4%
ABBV vs XEL
+7.7%
+12.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +16.3% |
| 6M | +14.7% | -5.4% | +20.1% | +16.3% |
| YTD | +15.2% | +3.8% | +11.4% | +16.3% |
| 1Y | +20.4% | +6.8% | +13.5% | +23.4% |
| All | +20.4% | +7.7% | +12.7% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling