+1,690.2%
BMY vs XEL
+1,965.5%
-275.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -3.6% |
| 7D | -3.3% | +1.3% | -4.6% | -3.7% |
| 30D | 0.0% | -1.5% | +1.5% | +0.3% |
| 3M | +17.7% | -0.2% | +17.9% | +17.7% |
| 6M | +9.6% | -5.4% | +15.1% | +11.3% |
| YTD | +24.0% | +5.6% | +18.3% | +21.9% |
| 1Y | +45.1% | +10.5% | +34.7% | +40.7% |
| 3Y | +22.5% | +49.2% | -26.7% | +8.5% |
| 5Y | +22.3% | +30.1% | -7.8% | +11.6% |
| 10Y | +62.0% | +146.7% | -84.7% | +21.9% |
| All | +1,690.2% | +1,965.5% | -275.3% | +549.7% |
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