-15.9%
ACN vs XEL
+53.0%
-68.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.8% | +2.4% | -6.3% | -4.0% |
| 30D | +16.5% | +8.3% | +8.2% | +16.0% |
| 3M | +41.5% | +4.2% | +37.3% | +41.0% |
| 6M | +60.1% | +3.7% | +56.3% | +59.5% |
| YTD | -3.9% | +13.1% | -17.0% | -5.5% |
| 1Y | +4.1% | +5.0% | -0.9% | +3.5% |
| 3Y | -15.9% | +55.0% | -70.8% | -21.5% |
| All | -15.9% | +53.0% | -68.9% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling