+31,416.6%
AVGO vs XEL
+595.4%
+30,821.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -3.0% | -1.0% | -2.0% | -2.7% |
| 30D | -14.4% | -1.9% | -12.5% | -14.0% |
| 3M | -14.4% | -1.9% | -12.5% | -14.3% |
| 6M | +13.1% | -7.4% | +20.6% | +15.0% |
| YTD | +3.8% | +4.1% | -0.3% | +1.4% |
| 1Y | +17.8% | +8.0% | +9.7% | +13.2% |
| 3Y | +325.3% | +48.4% | +276.9% | +250.2% |
| 5Y | +689.9% | +27.2% | +662.7% | +589.2% |
| 10Y | +2,597.0% | +146.8% | +2,450.2% | +1,627.5% |
| All | +31,416.6% | +595.4% | +30,821.2% | +9,581.5% |
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