+228.1%
AMAT vs XEL
+50.2%
+177.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.4% | +4.2% |
| 7D | +7.0% | +1.3% | +5.7% | +7.2% |
| 30D | -12.2% | -1.5% | -10.7% | -12.4% |
| 3M | -3.8% | -0.2% | -3.6% | -3.8% |
| 6M | +45.9% | -5.4% | +51.4% | +44.8% |
| YTD | +84.6% | +5.6% | +79.0% | +87.2% |
| 1Y | +193.4% | +10.5% | +182.9% | +200.3% |
| 3Y | +228.1% | +49.2% | +178.9% | +270.3% |
| All | +228.1% | +50.2% | +177.9% | +270.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling