+992.0%
ASX vs XEL
+146.5%
+845.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.7% |
| 7D | +11.1% | +0.9% | +10.2% | +10.9% |
| 30D | +9.6% | -0.9% | +10.5% | +9.8% |
| 3M | +18.6% | -1.4% | +20.0% | +18.7% |
| 6M | +92.1% | -5.8% | +97.9% | +93.7% |
| YTD | +158.5% | +4.7% | +153.8% | +154.8% |
| 1Y | +271.9% | +9.1% | +262.8% | +262.7% |
| 3Y | +465.2% | +47.8% | +417.4% | +400.9% |
| 5Y | +479.4% | +29.0% | +450.4% | +429.8% |
| 10Y | +992.0% | +154.0% | +838.0% | +762.2% |
| All | +992.0% | +146.5% | +845.5% | +762.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling