+4,711.1%
CVX vs XEL
+1,965.5%
+2,745.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -1.0% | +0.1% |
| 7D | -0.6% | +1.3% | -1.9% | -1.0% |
| 30D | +13.4% | -1.5% | +15.0% | +13.9% |
| 3M | +11.8% | -0.2% | +12.0% | +11.7% |
| 6M | +12.4% | -5.4% | +17.9% | +13.9% |
| YTD | +41.5% | +5.6% | +35.8% | +38.3% |
| 1Y | +41.6% | +10.5% | +31.1% | +36.2% |
| 3Y | +42.2% | +49.2% | -6.9% | +22.5% |
| 5Y | +166.0% | +30.1% | +135.9% | +136.7% |
| 10Y | +207.2% | +146.7% | +60.5% | +121.0% |
| All | +4,711.1% | +1,965.5% | +2,745.6% | +1,663.0% |
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