+26.0%
C vs XEL
+1.7%
+24.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.6% | +1.8% |
| 7D | +1.1% | +4.3% | -3.2% | +1.3% |
| 30D | -2.4% | +12.6% | -15.0% | -1.6% |
| 3M | -8.4% | +4.4% | -12.7% | -8.2% |
| 6M | +0.3% | +0.7% | -0.4% | 0.0% |
| YTD | +9.1% | +11.5% | -2.4% | +10.5% |
| 1Y | +26.0% | +1.7% | +24.3% | +27.2% |
| All | +26.0% | +1.7% | +24.3% | +27.2% |
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 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