+3.5%
B vs XEL
+3.5%
0.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | -6.2% | +1.4% | -7.6% | -6.7% |
| 30D | -6.6% | +9.2% | -15.8% | -9.8% |
| 3M | -7.9% | +4.5% | -12.4% | -9.7% |
| 6M | -16.8% | +3.6% | -20.4% | -18.2% |
| YTD | -11.7% | +12.9% | -24.6% | -15.8% |
| 1Y | +3.5% | +4.1% | -0.6% | +6.1% |
| All | +3.5% | +3.5% | 0.0% | +6.1% |
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