+887.2%
ASX vs XEL
+176.3%
+711.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.3% | +3.3% |
| 7D | -9.1% | +1.7% | -10.9% | -9.4% |
| 30D | -23.6% | +8.6% | -32.2% | -24.9% |
| 3M | -5.6% | +5.1% | -10.7% | -6.6% |
| 6M | +4.7% | +2.5% | +2.2% | +3.8% |
| YTD | +122.6% | +11.0% | +111.6% | +116.7% |
| 1Y | +133.0% | +2.7% | +130.3% | +130.5% |
| 3Y | +367.1% | +49.7% | +317.4% | +315.4% |
| 5Y | +504.7% | +46.1% | +458.6% | +435.7% |
| 10Y | +887.2% | +181.5% | +705.7% | +682.9% |
| All | +887.2% | +176.3% | +711.0% | +682.9% |
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