+1,458.7%
DIS vs XEL
+1,934.3%
-475.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.5% |
| 7D | -2.6% | -1.0% | -1.6% | -2.3% |
| 30D | +3.5% | -1.9% | +5.4% | +4.1% |
| 3M | +6.8% | -1.9% | +8.7% | +7.4% |
| 6M | +3.0% | -7.4% | +10.4% | +5.2% |
| YTD | -6.7% | +4.1% | -10.8% | -8.3% |
| 1Y | -10.1% | +8.0% | -18.1% | -12.8% |
| 3Y | +33.0% | +48.4% | -15.3% | +14.9% |
| 5Y | -40.0% | +27.2% | -67.2% | -45.9% |
| 10Y | +21.1% | +146.8% | -125.8% | -12.9% |
| All | +1,458.7% | +1,934.3% | -475.6% | +439.7% |
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