+1,008.9%
BE vs XEL
+115.4%
+893.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.5% | +8.1% | +9.1% |
| 7D | +29.8% | +1.3% | +28.5% | +29.2% |
| 30D | +26.4% | -1.5% | +27.9% | +27.2% |
| 3M | +9.3% | -0.2% | +9.5% | +8.7% |
| 6M | +105.1% | -5.4% | +110.5% | +107.7% |
| YTD | +219.0% | +5.6% | +213.4% | +209.3% |
| 1Y | +418.8% | +10.5% | +408.3% | +391.6% |
| 3Y | +1,784.6% | +49.2% | +1,735.4% | +1,463.3% |
| 5Y | +1,251.0% | +30.1% | +1,220.9% | +1,083.2% |
| All | +1,008.9% | +115.4% | +893.5% | +1,473.3% |
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