+93.1%
ACN vs XEL
+151.6%
-58.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.2% | +3.3% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | +2.1% | -3.9% | +6.0% | +3.5% |
| 3M | +11.1% | -2.8% | +13.9% | +12.1% |
| 6M | -6.8% | -5.4% | -1.5% | -5.6% |
| YTD | -30.0% | +3.8% | -33.8% | -31.9% |
| 1Y | -23.1% | +6.8% | -30.0% | -26.4% |
| 3Y | -40.4% | +45.6% | -86.0% | -51.1% |
| 5Y | -41.6% | +30.7% | -72.3% | -50.0% |
| All | +93.1% | +151.6% | -58.5% | +40.0% |
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