+134.7%
CEG vs XEL
+53.0%
+81.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +12.1% | +2.4% | +9.7% | +11.9% |
| 30D | +0.2% | +8.3% | -8.1% | -0.5% |
| 3M | +0.7% | +4.2% | -3.4% | +0.2% |
| 6M | +2.2% | +3.7% | -1.5% | +1.7% |
| YTD | -20.3% | +13.1% | -33.4% | -20.4% |
| 1Y | -16.1% | +5.0% | -21.1% | -16.7% |
| 3Y | +134.7% | +55.0% | +79.7% | +146.7% |
| All | +134.7% | +53.0% | +81.6% | +146.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling