+40.3%
BMY vs XEL
+7.7%
+32.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +1.3% |
| 3M | +13.1% | -2.8% | +15.9% | +14.3% |
| 6M | +8.4% | -5.4% | +13.8% | +10.4% |
| YTD | +22.0% | +3.8% | +18.2% | +23.2% |
| 1Y | +40.3% | +6.8% | +33.5% | +44.1% |
| All | +40.3% | +7.7% | +32.6% | +44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling