+1,683.3%
BE vs XEL
+47.8%
+1,635.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.7% |
| 7D | +23.9% | +0.9% | +23.0% | +23.7% |
| 30D | +27.8% | -0.9% | +28.7% | +28.2% |
| 3M | +3.7% | -1.4% | +5.1% | +3.2% |
| 6M | +78.0% | -5.8% | +83.8% | +79.5% |
| YTD | +209.9% | +4.7% | +205.2% | +201.7% |
| 1Y | +389.6% | +9.1% | +380.5% | +367.5% |
| All | +1,683.3% | +47.8% | +1,635.5% | +1,354.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling