+100,756.0%
AMAT vs XEL
+2,057.7%
+98,698.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.5% |
| 7D | -14.7% | -0.2% | -14.5% | -14.7% |
| 30D | -36.1% | +10.0% | -46.1% | -38.2% |
| 3M | -36.9% | +4.3% | -41.2% | -37.9% |
| 6M | -22.2% | +0.5% | -22.7% | -22.8% |
| YTD | +29.9% | +10.4% | +19.6% | +24.8% |
| 1Y | +43.3% | +2.0% | +41.3% | +41.0% |
| 3Y | +142.7% | +45.6% | +97.1% | +107.4% |
| 5Y | +126.2% | +46.6% | +79.6% | +91.1% |
| 10Y | +1,211.7% | +168.3% | +1,043.4% | +806.8% |
| All | +100,756.0% | +2,057.7% | +98,698.3% | +26,485.7% |
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