+142.3%
CI vs XEL
+151.3%
-9.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.4% |
| 7D | -1.3% | -1.2% | -0.1% | -0.8% |
| 30D | +3.1% | -2.9% | +6.0% | +4.3% |
| 3M | -4.5% | -2.7% | -1.8% | -3.5% |
| 6M | +8.3% | -6.5% | +14.8% | +10.9% |
| YTD | +3.8% | +3.6% | +0.2% | +1.7% |
| 1Y | -5.0% | +7.5% | -12.5% | -8.9% |
| 3Y | +5.8% | +46.3% | -40.6% | -12.6% |
| 5Y | +50.6% | +30.5% | +20.1% | +29.6% |
| All | +142.3% | +151.3% | -9.0% | +100.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling