+8,017.8%
AMD vs XEL
+147.3%
+7,870.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.5% |
| 7D | +10.0% | +1.3% | +8.7% | +9.7% |
| 30D | +4.6% | -1.5% | +6.2% | +5.0% |
| 3M | +3.1% | -0.2% | +3.3% | +3.0% |
| 6M | +162.8% | -5.4% | +168.3% | +165.5% |
| YTD | +136.2% | +5.6% | +130.5% | +131.0% |
| 1Y | +234.0% | +10.5% | +223.6% | +222.2% |
| 3Y | +376.7% | +49.2% | +327.5% | +307.4% |
| 5Y | +376.3% | +30.1% | +346.2% | +327.4% |
| 10Y | +8,017.8% | +146.7% | +7,871.1% | +6,067.6% |
| All | +8,017.8% | +147.3% | +7,870.5% | +6,067.6% |
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 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