+5,706.3%
ANET vs XEL
+258.7%
+5,447.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.1% | +5.5% | +5.6% |
| 7D | +3.0% | -0.3% | +3.3% | +3.1% |
| 30D | -5.2% | -3.9% | -1.2% | -4.5% |
| 3M | +27.6% | -2.8% | +30.4% | +28.1% |
| 6M | +44.4% | -5.4% | +49.8% | +45.5% |
| YTD | +52.3% | +3.8% | +48.6% | +50.4% |
| 1Y | +30.4% | +6.8% | +23.6% | +27.8% |
| 3Y | +313.3% | +45.6% | +267.7% | +267.1% |
| 5Y | +810.0% | +30.7% | +779.3% | +731.2% |
| 10Y | +3,903.8% | +151.7% | +3,752.1% | +3,508.1% |
| All | +5,706.3% | +258.7% | +5,447.6% | +5,522.9% |
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