+193.4%
AMAT vs XEL
+8.7%
+184.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.4% | +4.0% |
| 7D | +7.0% | +1.3% | +5.7% | +7.0% |
| 30D | -12.2% | -1.5% | -10.7% | -12.3% |
| 3M | -3.8% | -0.2% | -3.6% | -3.8% |
| 6M | +45.9% | -5.4% | +51.4% | +46.1% |
| YTD | +84.6% | +5.6% | +79.0% | +86.3% |
| 1Y | +193.4% | +10.5% | +182.9% | +203.6% |
| All | +193.4% | +8.7% | +184.7% | +203.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling