+21,548.7%
ADBE vs XEL
+1,965.5%
+19,583.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -4.0% |
| 7D | -10.1% | +1.3% | -11.4% | -10.5% |
| 30D | -3.0% | -1.5% | -1.5% | -2.6% |
| 3M | +5.0% | -0.2% | +5.2% | +4.9% |
| 6M | -9.3% | -5.4% | -3.9% | -8.3% |
| YTD | -26.5% | +5.6% | -32.1% | -28.8% |
| 1Y | -28.3% | +10.5% | -38.7% | -31.8% |
| 3Y | -54.1% | +49.2% | -103.3% | -61.6% |
| 5Y | -61.2% | +30.1% | -91.3% | -66.1% |
| 10Y | +152.5% | +146.7% | +5.8% | +73.0% |
| All | +21,548.7% | +1,965.5% | +19,583.2% | +5,190.6% |
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