+22.6%
CB vs XEL
+9.9%
+12.7%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | -0.5% | +0.9% | -1.4% | -0.7% |
| 30D | -3.1% | -0.9% | -2.2% | -2.9% |
| 3M | +4.2% | -1.4% | +5.6% | +4.6% |
| 6M | +4.7% | -5.8% | +10.5% | +5.6% |
| YTD | +8.8% | +4.7% | +4.1% | +8.4% |
| 1Y | +22.6% | +9.1% | +13.6% | +21.6% |
| All | +22.6% | +9.9% | +12.7% | +21.6% |
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