+10,785.8%
AMD vs XEL
+2,057.7%
+8,728.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.9% | +11.9% | +11.3% |
| 7D | -11.0% | -0.2% | -10.9% | -11.0% |
| 30D | -30.5% | +10.0% | -40.5% | -32.9% |
| 3M | -8.2% | +4.3% | -12.6% | -9.9% |
| 6M | +6.6% | +0.5% | +6.1% | +5.6% |
| YTD | +109.7% | +10.4% | +99.3% | +100.5% |
| 1Y | +88.9% | +2.0% | +86.9% | +85.5% |
| 3Y | +301.8% | +45.6% | +256.3% | +239.1% |
| 5Y | +229.4% | +46.6% | +182.7% | +174.5% |
| 10Y | +6,745.1% | +168.3% | +6,576.8% | +4,389.7% |
| All | +10,785.8% | +2,057.7% | +8,728.1% | +2,454.2% |
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