+3,682.3%
CLS vs XEL
+29.4%
+3,652.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.1% |
| 7D | +20.1% | +0.9% | +19.2% | +20.1% |
| 30D | +6.0% | -0.9% | +6.9% | +6.0% |
| 3M | -10.3% | -1.4% | -8.9% | -10.4% |
| 6M | +24.5% | -5.8% | +30.3% | +24.3% |
| YTD | +12.9% | +4.7% | +8.2% | +12.8% |
| 1Y | +36.7% | +9.1% | +27.6% | +36.8% |
| 3Y | +1,328.1% | +47.8% | +1,280.2% | +1,307.9% |
| 5Y | +3,682.3% | +29.0% | +3,653.3% | +3,758.5% |
| All | +3,682.3% | +29.4% | +3,652.9% | +3,758.5% |
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