+1,003.0%
BE vs XEL
+111.5%
+891.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.6% |
| 7D | +9.0% | -0.3% | +9.3% | +9.2% |
| 30D | +16.3% | -3.9% | +20.2% | +18.0% |
| 3M | +10.8% | -2.8% | +13.6% | +11.2% |
| 6M | +73.2% | -5.4% | +78.6% | +75.4% |
| YTD | +217.4% | +3.8% | +213.6% | +209.8% |
| 1Y | +309.8% | +6.8% | +303.0% | +293.2% |
| 3Y | +1,726.2% | +45.6% | +1,680.6% | +1,428.7% |
| 5Y | +1,306.2% | +30.7% | +1,275.5% | +1,128.7% |
| All | +1,003.0% | +111.5% | +891.5% | +1,475.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling