-12.5%
CORZ vs XEL
+3.5%
-16.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.2% |
| 7D | +26.4% | +1.4% | +25.0% | +26.6% |
| 30D | -6.8% | +9.2% | -16.0% | -5.6% |
| 3M | -31.1% | +4.5% | -35.6% | -30.5% |
| 6M | -36.9% | +3.6% | -40.5% | -36.3% |
| YTD | -1.2% | +12.9% | -14.1% | -5.6% |
| 1Y | -12.5% | +4.1% | -16.6% | -11.3% |
| All | -12.5% | +3.5% | -16.0% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling