+46.1%
ASML vs XEL
+1.7%
+44.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.2% | -5.8% | -3.2% |
| 7D | -10.0% | +4.3% | -14.3% | -9.4% |
| 30D | -19.4% | +12.6% | -32.0% | -18.3% |
| 3M | -12.5% | +4.4% | -16.8% | -12.0% |
| 6M | +8.2% | +0.7% | +7.5% | +8.5% |
| YTD | +40.7% | +11.5% | +29.2% | +42.0% |
| 1Y | +46.1% | +1.7% | +44.4% | +42.7% |
| All | +46.1% | +1.7% | +44.4% | +42.7% |
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 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