+12,674.7%
BLK vs XEL
+950.5%
+11,724.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | -5.2% | -1.2% | -4.0% | -4.8% |
| 30D | -7.0% | -2.9% | -4.2% | -6.2% |
| 3M | +5.7% | -2.7% | +8.4% | +6.4% |
| 6M | +11.0% | -6.5% | +17.5% | +13.0% |
| YTD | +0.9% | +3.6% | -2.7% | -1.0% |
| 1Y | -1.6% | +7.5% | -9.1% | -4.8% |
| 3Y | +64.5% | +46.3% | +18.1% | +41.6% |
| 5Y | +30.9% | +30.5% | +0.3% | +16.8% |
| 10Y | +275.1% | +151.4% | +123.7% | +173.7% |
| All | +12,674.7% | +950.5% | +11,724.2% | +6,513.2% |
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 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