+1,697.2%
ACN vs XEL
+603.6%
+1,093.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.1% |
| 7D | -1.5% | -1.0% | -0.6% | -1.2% |
| 30D | +9.4% | -1.9% | +11.3% | +9.9% |
| 3M | +5.6% | -1.9% | +7.6% | +6.1% |
| 6M | -9.3% | -7.4% | -1.8% | -7.7% |
| YTD | -29.0% | +4.1% | -33.0% | -30.4% |
| 1Y | -24.7% | +8.0% | -32.7% | -27.1% |
| 3Y | -39.8% | +48.4% | -88.2% | -47.8% |
| 5Y | -40.9% | +27.2% | -68.2% | -46.5% |
| 10Y | +91.1% | +146.8% | -55.7% | +43.9% |
| All | +1,697.2% | +603.6% | +1,093.6% | +964.0% |
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 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