+3,245.6%
ASX vs XEL
+726.9%
+2,518.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.6% | +8.0% | +8.5% |
| 7D | -12.3% | +1.1% | -13.3% | -12.5% |
| 30D | -26.0% | +8.7% | -34.7% | -27.6% |
| 3M | -8.1% | +3.5% | -11.6% | -9.1% |
| 6M | +1.4% | +2.6% | -1.2% | +0.3% |
| YTD | +115.6% | +11.1% | +104.5% | +108.7% |
| 1Y | +128.0% | +2.2% | +125.9% | +125.2% |
| 3Y | +371.4% | +51.1% | +320.3% | +313.5% |
| 5Y | +469.4% | +48.0% | +421.4% | +397.6% |
| 10Y | +842.6% | +175.3% | +667.3% | +587.4% |
| All | +3,245.6% | +726.9% | +2,518.7% | +1,797.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling