+61.9%
EBAY vs XEL
+29.8%
+32.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +4.2% | -0.3% | +4.5% | +4.3% |
| 30D | +5.6% | -3.9% | +9.6% | +6.7% |
| 3M | -1.4% | -2.8% | +1.4% | -0.8% |
| 6M | +18.2% | -5.4% | +23.6% | +19.4% |
| YTD | +24.8% | +3.8% | +21.1% | +22.4% |
| 1Y | +18.0% | +6.8% | +11.2% | +14.1% |
| 3Y | +160.3% | +45.6% | +114.7% | +125.0% |
| All | +61.9% | +29.8% | +32.1% | +51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling