+803.7%
B vs XEL
+1,934.3%
-1,130.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | -1.6% | -1.0% | -0.6% | -1.4% |
| 30D | +9.4% | -1.9% | +11.4% | +9.8% |
| 3M | +5.0% | -1.9% | +6.9% | +5.3% |
| 6M | -3.5% | -7.4% | +3.9% | -2.3% |
| YTD | +4.5% | +4.1% | +0.4% | +3.6% |
| 1Y | +67.8% | +8.0% | +59.7% | +65.1% |
| 3Y | +196.7% | +48.4% | +148.3% | +174.5% |
| 5Y | +151.9% | +27.2% | +124.7% | +139.0% |
| 10Y | +202.2% | +146.8% | +55.4% | +157.4% |
| All | +803.7% | +1,934.3% | -1,130.6% | +692.1% |
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 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