-23.5%
CRCL vs XEL
-6.7%
-16.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.8% | -3.4% |
| 7D | -12.5% | -1.2% | -11.3% | -13.0% |
| 30D | +26.9% | -2.9% | +29.8% | +25.0% |
| 3M | +14.4% | -2.7% | +17.1% | +14.0% |
| 6M | -23.5% | -6.5% | -17.0% | -28.8% |
| All | -23.5% | -6.7% | -16.8% | -28.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling