+695.6%
AVGO vs XEL
+27.8%
+667.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.0% |
| 7D | +1.0% | -1.2% | +2.2% | +1.0% |
| 30D | -13.3% | -2.9% | -10.4% | -13.4% |
| 3M | -2.9% | -2.7% | -0.2% | -3.0% |
| 6M | +5.7% | -6.5% | +12.2% | +5.6% |
| YTD | +4.6% | +3.6% | +1.0% | +4.3% |
| 1Y | -1.6% | +7.5% | -9.2% | -2.1% |
| 3Y | +336.2% | +46.3% | +289.9% | +313.3% |
| 5Y | +695.6% | +30.5% | +665.1% | +700.4% |
| All | +695.6% | +27.8% | +667.9% | +700.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling