+8.5%
CRCL vs XEL
+14.5%
-5.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.8% | -3.0% |
| 7D | -12.5% | -1.2% | -11.3% | -12.6% |
| 30D | +26.9% | -2.9% | +29.8% | +26.3% |
| 3M | +14.4% | -2.7% | +17.1% | +14.3% |
| 6M | -23.5% | -6.5% | -17.0% | -23.8% |
| YTD | +13.9% | +3.6% | +10.3% | +10.4% |
| 1Y | -20.6% | +7.5% | -28.1% | -22.1% |
| All | +8.5% | +14.5% | -5.9% | +4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling