+60.7%
BMY vs XEL
+151.6%
-90.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -4.8% | -0.3% | -4.5% | -4.7% |
| 30D | -0.1% | -3.9% | +3.8% | +1.2% |
| 3M | +13.1% | -2.8% | +15.9% | +14.1% |
| 6M | +8.4% | -5.4% | +13.8% | +10.3% |
| YTD | +22.0% | +3.8% | +18.2% | +20.4% |
| 1Y | +40.3% | +6.8% | +33.5% | +36.9% |
| 3Y | +20.5% | +45.6% | -25.1% | +5.9% |
| 5Y | +23.7% | +30.7% | -7.0% | +11.3% |
| All | +60.7% | +151.6% | -90.9% | +36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling