+8,164.6%
AMD vs XEL
+185.3%
+7,979.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +7.0% |
| 7D | +13.1% | +0.7% | +12.4% | +12.9% |
| 30D | -7.0% | +9.3% | -16.3% | -9.1% |
| 3M | +16.6% | +5.3% | +11.3% | +14.9% |
| 6M | +20.5% | +2.2% | +18.3% | +19.4% |
| YTD | +158.2% | +12.3% | +145.8% | +148.7% |
| 1Y | +132.8% | +3.0% | +129.7% | +129.5% |
| 3Y | +366.2% | +51.6% | +314.7% | +303.2% |
| 5Y | +278.7% | +50.0% | +228.7% | +226.6% |
| 10Y | +8,164.6% | +183.8% | +7,980.8% | +7,586.1% |
| All | +8,164.6% | +185.3% | +7,979.3% | +7,586.1% |
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