+626.9%
CEG vs XEL
+28.9%
+598.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.4% |
| 7D | +1.3% | +0.9% | +0.4% | +1.0% |
| 30D | +8.8% | -0.9% | +9.7% | +9.1% |
| 3M | +17.0% | -1.4% | +18.4% | +17.4% |
| 6M | -8.7% | -5.8% | -2.9% | -7.1% |
| YTD | -16.4% | +4.7% | -21.1% | -17.5% |
| 1Y | -1.8% | +9.1% | -10.8% | -4.3% |
| 3Y | +175.8% | +47.8% | +127.9% | +133.4% |
| All | +626.9% | +28.9% | +598.1% | +607.0% |
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