+11.7%
AMZN vs XEL
+7.7%
+4.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +2.0% |
| 7D | -0.7% | -0.3% | -0.4% | -0.7% |
| 30D | -3.9% | -3.9% | 0.0% | -4.4% |
| 3M | +6.3% | -2.8% | +9.1% | +6.1% |
| 6M | +20.8% | -5.4% | +26.1% | +20.3% |
| YTD | +11.2% | +3.8% | +7.5% | +13.0% |
| 1Y | +11.7% | +6.8% | +4.8% | +13.4% |
| All | +11.7% | +7.7% | +4.0% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling