+358.8%
APP vs XEL
+33.1%
+325.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.2% | -2.6% |
| 7D | +0.1% | +1.3% | -1.2% | +0.1% |
| 30D | -10.0% | -1.5% | -8.5% | -10.0% |
| 3M | -44.6% | -0.2% | -44.4% | -44.7% |
| 6M | -37.9% | -5.4% | -32.4% | -37.9% |
| YTD | -53.7% | +5.6% | -59.3% | -54.0% |
| 1Y | -43.0% | +10.5% | -53.4% | -43.5% |
| 3Y | +640.8% | +49.2% | +591.6% | +613.8% |
| 5Y | +358.8% | +30.1% | +328.7% | +405.7% |
| All | +358.8% | +33.1% | +325.8% | +405.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling