+199.0%
AMD vs XEL
+46.6%
+152.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.9% | +11.9% | +11.1% |
| 7D | -11.0% | -0.2% | -10.9% | -11.0% |
| 30D | -30.5% | +10.0% | -40.5% | -30.8% |
| 3M | -8.2% | +4.3% | -12.6% | -8.4% |
| 6M | +6.6% | +0.5% | +6.1% | +6.5% |
| YTD | +109.7% | +10.4% | +99.3% | +107.7% |
| 1Y | +88.9% | +2.0% | +86.9% | +88.5% |
| 3Y | +301.8% | +45.6% | +256.3% | +291.1% |
| All | +199.0% | +46.6% | +152.5% | +213.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling