+11,477.5%
AMD vs XEL
+1,934.3%
+9,543.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +5.0% |
| 7D | +2.6% | -1.0% | +3.5% | +2.9% |
| 30D | -0.9% | -1.9% | +1.0% | -0.4% |
| 3M | -8.7% | -1.9% | -6.8% | -8.5% |
| 6M | +136.3% | -7.4% | +143.8% | +141.1% |
| YTD | +123.0% | +4.1% | +118.9% | +118.2% |
| 1Y | +195.2% | +8.0% | +187.1% | +184.6% |
| 3Y | +336.3% | +48.4% | +287.9% | +265.4% |
| 5Y | +334.5% | +27.2% | +307.2% | +281.4% |
| 10Y | +6,259.1% | +146.8% | +6,112.3% | +4,206.6% |
| All | +11,477.5% | +1,934.3% | +9,543.1% | +2,679.3% |
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