+4,942.5%
CVX vs XEL
+2,110.3%
+2,832.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +3.4% | +2.4% | +1.0% | +2.6% |
| 30D | -1.0% | +8.3% | -9.3% | -3.5% |
| 3M | +12.2% | +4.2% | +8.0% | +10.6% |
| 6M | +20.3% | +3.7% | +16.6% | +18.5% |
| YTD | +48.3% | +13.1% | +35.3% | +41.7% |
| 1Y | +46.9% | +5.0% | +41.9% | +43.7% |
| 3Y | +73.1% | +55.0% | +18.2% | +47.3% |
| 5Y | +135.2% | +51.8% | +83.4% | +99.2% |
| 10Y | +214.4% | +185.6% | +28.8% | +116.1% |
| All | +4,942.5% | +2,110.3% | +2,832.3% | +1,706.7% |
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