+172.8%
ALAB vs XEL
-7.3%
+180.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.8% | +10.6% | +9.5% |
| 7D | +7.2% | -1.0% | +8.2% | +7.0% |
| 30D | -2.5% | -1.9% | -0.6% | -2.9% |
| 3M | -13.3% | -1.9% | -11.4% | -14.6% |
| 6M | +172.8% | -7.4% | +180.3% | +161.6% |
| All | +172.8% | -7.3% | +180.2% | +161.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling