+7,765.4%
AMD vs XEL
+187.7%
+7,577.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.1% | -8.9% | -8.8% |
| 7D | +18.9% | +2.4% | +16.5% | +18.3% |
| 30D | -6.4% | +8.3% | -14.7% | -8.3% |
| 3M | +10.6% | +4.2% | +6.4% | +9.3% |
| 6M | +19.9% | +3.7% | +16.2% | +18.3% |
| YTD | +149.4% | +13.1% | +136.3% | +139.9% |
| 1Y | +115.4% | +5.0% | +110.4% | +111.3% |
| 3Y | +357.3% | +55.0% | +302.3% | +292.3% |
| 5Y | +261.1% | +51.8% | +209.3% | +210.3% |
| All | +7,765.4% | +187.7% | +7,577.7% | +7,214.0% |
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