+262,336.6%
AMZN vs XEL
+999.8%
+261,336.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.0% |
| 7D | +0.8% | +1.3% | -0.5% | +0.5% |
| 30D | -6.4% | -1.5% | -4.9% | -6.1% |
| 3M | +4.8% | -0.2% | +5.0% | +4.7% |
| 6M | +20.5% | -5.4% | +26.0% | +21.7% |
| YTD | +11.3% | +5.6% | +5.7% | +9.4% |
| 1Y | +9.0% | +10.5% | -1.5% | +5.7% |
| 3Y | +85.9% | +49.2% | +36.7% | +64.8% |
| 5Y | +45.8% | +30.1% | +15.7% | +33.2% |
| 10Y | +555.5% | +146.7% | +408.8% | +401.5% |
| All | +262,336.6% | +999.8% | +261,336.8% | +101,731.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling