+7,131.2%
CB vs XEL
+1,414.6%
+5,716.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.5% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | +9.1% | +10.0% | -1.0% | +5.5% |
| 3M | +3.4% | +4.3% | -0.9% | +1.8% |
| 6M | +14.1% | +0.5% | +13.6% | +13.7% |
| YTD | +18.0% | +10.4% | +7.6% | +13.4% |
| 1Y | +30.1% | +2.0% | +28.1% | +28.5% |
| 3Y | +71.8% | +45.6% | +26.2% | +48.1% |
| 5Y | +101.8% | +46.6% | +55.2% | +71.8% |
| 10Y | +252.1% | +168.3% | +83.8% | +143.4% |
| All | +7,131.2% | +1,414.6% | +5,716.6% | +2,967.9% |
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 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