+20.6%
ABNB vs XEL
+40.1%
-19.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.6% | -4.0% |
| 7D | -4.4% | +1.3% | -5.7% | -4.3% |
| 30D | -2.0% | -1.5% | -0.5% | -2.0% |
| 3M | +29.8% | -0.2% | +30.0% | +29.9% |
| 6M | +31.0% | -5.4% | +36.4% | +30.8% |
| YTD | +28.6% | +5.6% | +23.0% | +29.0% |
| 1Y | +40.1% | +10.5% | +29.6% | +40.7% |
| 3Y | +19.7% | +49.2% | -29.5% | +23.5% |
| 5Y | +6.5% | +30.1% | -23.6% | +9.7% |
| All | +20.6% | +40.1% | -19.5% | +34.6% |
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 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