-24.9%
BABA vs XEL
+9.9%
-34.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.8% |
| 7D | -2.2% | +0.9% | -3.1% | -2.2% |
| 30D | -17.3% | -0.9% | -16.4% | -17.1% |
| 3M | -7.8% | -1.4% | -6.3% | -8.2% |
| 6M | -16.8% | -5.8% | -11.0% | -16.6% |
| YTD | -24.7% | +4.7% | -29.4% | -26.1% |
| 1Y | -24.9% | +9.1% | -34.0% | -29.7% |
| All | -24.9% | +9.9% | -34.9% | -29.7% |
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