+160.3%
EBAY vs XEL
+46.5%
+113.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +4.2% | -0.3% | +4.5% | +4.2% |
| 30D | +5.6% | -3.9% | +9.6% | +6.3% |
| 3M | -1.4% | -2.8% | +1.4% | -1.0% |
| 6M | +18.2% | -5.4% | +23.6% | +18.9% |
| YTD | +24.8% | +3.8% | +21.1% | +23.0% |
| 1Y | +18.0% | +6.8% | +11.2% | +14.8% |
| 3Y | +160.3% | +45.6% | +114.7% | +138.6% |
| All | +160.3% | +46.5% | +113.8% | +138.6% |
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