+116.2%
ASML vs XEL
+9.9%
+106.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -2.1% |
| 7D | +2.8% | +0.9% | +1.9% | +3.0% |
| 30D | -0.2% | -0.9% | +0.7% | -0.3% |
| 3M | -2.6% | -1.4% | -1.2% | -3.0% |
| 6M | +27.9% | -5.8% | +33.7% | +26.9% |
| YTD | +62.4% | +4.7% | +57.7% | +64.1% |
| 1Y | +116.2% | +9.1% | +107.2% | +129.3% |
| All | +116.2% | +9.9% | +106.3% | +129.3% |
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