+7,236.4%
CB vs XEL
+1,441.8%
+5,794.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -0.1% |
| 7D | -1.0% | +0.7% | -1.8% | -1.3% |
| 30D | +7.3% | +9.3% | -2.0% | +4.0% |
| 3M | +7.0% | +5.3% | +1.8% | +5.0% |
| 6M | +16.3% | +2.2% | +14.1% | +15.2% |
| YTD | +19.7% | +12.3% | +7.4% | +14.4% |
| 1Y | +27.8% | +3.0% | +24.8% | +25.8% |
| 3Y | +72.0% | +51.6% | +20.4% | +46.2% |
| 5Y | +104.9% | +50.0% | +54.9% | +73.0% |
| 10Y | +246.7% | +183.8% | +62.9% | +135.3% |
| All | +7,236.4% | +1,441.8% | +5,794.6% | +2,993.1% |
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