+97.4%
CB vs XEL
+33.1%
+64.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -3.0% | -1.9% |
| 7D | -0.6% | +1.3% | -1.9% | -1.0% |
| 30D | -3.9% | -1.5% | -2.4% | -3.5% |
| 3M | +4.9% | -0.2% | +5.1% | +4.9% |
| 6M | +3.3% | -5.4% | +8.7% | +4.8% |
| YTD | +8.5% | +5.6% | +2.9% | +6.2% |
| 1Y | +22.1% | +10.5% | +11.6% | +17.6% |
| 3Y | +70.1% | +49.2% | +20.9% | +49.9% |
| 5Y | +97.4% | +30.1% | +67.3% | +77.9% |
| All | +97.4% | +33.1% | +64.3% | +77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling