+142.2%
CI vs XEL
+187.3%
-45.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.9% |
| 7D | -1.7% | +1.4% | -3.1% | -2.3% |
| 30D | +4.9% | +9.2% | -4.3% | +1.1% |
| 3M | +7.4% | +4.5% | +2.9% | +5.3% |
| 6M | +0.4% | +3.6% | -3.2% | -1.3% |
| YTD | +9.5% | +12.9% | -3.4% | +3.3% |
| 1Y | +12.0% | +4.1% | +7.9% | +9.4% |
| 3Y | +7.1% | +52.3% | -45.2% | -13.2% |
| 5Y | +49.3% | +51.6% | -2.3% | +19.5% |
| All | +142.2% | +187.3% | -45.1% | +86.1% |
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 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