+668.0%
BE vs XEL
+130.4%
+537.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.1% | -5.0% |
| 7D | +10.8% | +2.4% | +8.4% | +10.0% |
| 30D | -19.8% | +8.3% | -28.1% | -22.2% |
| 3M | -18.7% | +4.2% | -22.9% | -20.0% |
| 6M | -33.7% | +3.7% | -37.5% | -35.0% |
| YTD | +121.0% | +13.1% | +107.9% | +108.8% |
| 1Y | +85.4% | +5.0% | +80.4% | +80.5% |
| 3Y | +1,709.5% | +55.0% | +1,654.6% | +1,376.9% |
| 5Y | +462.2% | +51.8% | +410.4% | +366.2% |
| All | +668.0% | +130.4% | +537.5% | +961.8% |
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