+20.5%
BMY vs XEL
+46.5%
-26.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +1.4% |
| 3M | +13.1% | -2.8% | +15.9% | +14.3% |
| 6M | +8.4% | -5.4% | +13.8% | +10.6% |
| YTD | +22.0% | +3.8% | +18.2% | +20.3% |
| 1Y | +40.3% | +6.8% | +33.5% | +36.6% |
| 3Y | +20.5% | +45.6% | -25.1% | +6.8% |
| All | +20.5% | +46.5% | -26.0% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling