+358.7%
ALAB vs XEL
+55.7%
+303.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -5.9% |
| 7D | +0.6% | -1.2% | +1.8% | 0.0% |
| 30D | -8.8% | -2.9% | -5.9% | -10.2% |
| 3M | -14.0% | -2.7% | -11.3% | -15.1% |
| 6M | +144.3% | -6.5% | +150.8% | +135.6% |
| YTD | +71.0% | +3.6% | +67.4% | +76.7% |
| 1Y | +23.5% | +7.5% | +16.0% | +32.0% |
| All | +358.7% | +55.7% | +303.0% | +637.4% |
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