+61,451.9%
APH vs XEL
+1,653.4%
+59,798.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | -1.9% | -46.8% | -48.4% |
| 30D | -51.9% | -1.9% | -50.0% | -51.7% |
| 3M | -43.6% | -1.9% | -41.7% | -43.5% |
| 6M | -37.5% | -7.4% | -30.1% | -36.5% |
| YTD | -38.6% | +4.1% | -42.7% | -39.7% |
| 1Y | -26.3% | +8.0% | -34.4% | -28.5% |
| 3Y | +89.2% | +48.4% | +40.8% | +64.3% |
| 5Y | +119.8% | +27.2% | +92.6% | +98.8% |
| 10Y | +454.3% | +146.8% | +307.4% | +310.6% |
| All | +61,451.9% | +1,653.4% | +59,798.5% | +27,165.3% |
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