+565.7%
AMZN vs XEL
+151.6%
+414.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -0.7% | -0.3% | -0.4% | -0.6% |
| 30D | -3.9% | -3.9% | 0.0% | -3.2% |
| 3M | +6.3% | -2.8% | +9.1% | +6.8% |
| 6M | +20.8% | -5.4% | +26.1% | +21.8% |
| YTD | +11.2% | +3.8% | +7.5% | +9.9% |
| 1Y | +11.7% | +6.8% | +4.8% | +9.4% |
| 3Y | +79.4% | +45.6% | +33.9% | +60.2% |
| 5Y | +48.0% | +30.7% | +17.3% | +36.3% |
| All | +565.7% | +151.6% | +414.1% | +434.6% |
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