+706.7%
ETN vs XEL
+151.6%
+555.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.8% | +3.9% |
| 7D | +3.5% | -0.3% | +3.8% | +3.7% |
| 30D | -7.5% | -3.9% | -3.6% | -6.3% |
| 3M | +8.3% | -2.8% | +11.1% | +9.0% |
| 6M | +20.2% | -5.4% | +25.6% | +21.9% |
| YTD | +34.7% | +3.8% | +30.9% | +32.3% |
| 1Y | +19.4% | +6.8% | +12.6% | +15.8% |
| 3Y | +85.5% | +45.6% | +39.9% | +56.4% |
| 5Y | +186.6% | +30.7% | +155.9% | +149.6% |
| All | +706.7% | +151.6% | +555.1% | +573.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling