+37.5%
CVX vs XEL
+7.2%
+30.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.3% |
| 7D | +3.3% | -1.0% | +4.3% | +3.4% |
| 30D | +12.9% | -1.9% | +14.8% | +13.0% |
| 3M | +11.7% | -1.9% | +13.6% | +11.9% |
| 6M | +14.1% | -7.4% | +21.6% | +14.6% |
| YTD | +40.7% | +4.1% | +36.6% | +39.3% |
| 1Y | +37.5% | +8.0% | +29.4% | +35.6% |
| All | +37.5% | +7.2% | +30.3% | +35.6% |
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