+368.6%
ASX vs XEL
+53.0%
+315.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.0% |
| 7D | +12.4% | +2.4% | +10.0% | +12.8% |
| 30D | -19.8% | +8.3% | -28.1% | -18.7% |
| 3M | -10.3% | +4.2% | -14.5% | -9.8% |
| 6M | +1.2% | +3.7% | -2.5% | +1.9% |
| YTD | +123.0% | +13.1% | +110.0% | +127.7% |
| 1Y | +145.4% | +5.0% | +140.4% | +147.5% |
| 3Y | +368.6% | +55.0% | +313.7% | +392.6% |
| All | +368.6% | +53.0% | +315.6% | +392.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling