+795.1%
BKNG vs XEL
+909.9%
-114.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | -10.7% | -1.2% | -9.4% | -10.4% |
| 30D | -18.1% | -2.9% | -15.2% | -17.4% |
| 3M | +8.5% | -2.7% | +11.2% | +9.3% |
| 6M | -0.1% | -6.5% | +6.5% | +1.5% |
| YTD | -18.2% | +3.6% | -21.9% | -19.7% |
| 1Y | -19.9% | +7.5% | -27.4% | -22.4% |
| 3Y | +41.6% | +46.3% | -4.7% | +23.1% |
| 5Y | +93.1% | +30.5% | +62.6% | +71.8% |
| 10Y | +214.8% | +151.4% | +63.4% | +126.3% |
| All | +795.1% | +909.9% | -114.8% | +391.5% |
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