-45.3%
APP vs XEL
+9.9%
-55.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.7% |
| 7D | -4.4% | +0.9% | -5.3% | -3.9% |
| 30D | -10.0% | -0.9% | -9.1% | -10.2% |
| 3M | -41.4% | -1.4% | -40.0% | -41.8% |
| 6M | -41.0% | -5.8% | -35.2% | -42.4% |
| YTD | -54.7% | +4.7% | -59.4% | -54.4% |
| 1Y | -45.3% | +9.1% | -54.4% | -45.3% |
| All | -45.3% | +9.9% | -55.3% | -45.3% |
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 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