+271.9%
ASX vs XEL
+9.9%
+262.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.4% |
| 7D | +11.1% | +0.9% | +10.2% | +11.2% |
| 30D | +9.6% | -0.9% | +10.5% | +9.5% |
| 3M | +18.6% | -1.4% | +20.0% | +18.0% |
| 6M | +92.1% | -5.8% | +97.9% | +90.5% |
| YTD | +158.5% | +4.7% | +153.8% | +159.2% |
| 1Y | +271.9% | +9.1% | +262.8% | +283.0% |
| All | +271.9% | +9.9% | +262.0% | +283.0% |
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