+73.1%
CVX vs XEL
+53.0%
+20.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +3.4% | +2.4% | +1.0% | +3.1% |
| 30D | -1.0% | +8.3% | -9.3% | -2.0% |
| 3M | +12.2% | +4.2% | +8.0% | +11.6% |
| 6M | +20.3% | +3.7% | +16.6% | +19.7% |
| YTD | +48.3% | +13.1% | +35.3% | +45.3% |
| 1Y | +46.9% | +5.0% | +41.9% | +45.5% |
| 3Y | +73.1% | +55.0% | +18.2% | +61.3% |
| All | +73.1% | +53.0% | +20.1% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling