+4,770.1%
DELL vs XEL
+151.6%
+4,618.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.3% | +1.6% |
| 7D | +25.6% | +1.3% | +24.3% | +25.3% |
| 30D | +17.7% | -1.5% | +19.2% | +17.9% |
| 3M | +33.4% | -0.2% | +33.6% | +33.3% |
| 6M | +266.2% | -5.4% | +271.6% | +268.6% |
| YTD | +328.0% | +5.6% | +322.3% | +321.1% |
| 1Y | +339.6% | +10.5% | +329.1% | +327.9% |
| 3Y | +694.6% | +49.2% | +645.4% | +606.2% |
| 5Y | +1,122.0% | +30.1% | +1,091.9% | +1,030.3% |
| 10Y | +4,062.5% | +146.7% | +3,915.8% | +3,120.9% |
| All | +4,770.1% | +151.6% | +4,618.5% | +3,664.8% |
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