+615.0%
F vs XEL
+1,934.3%
-1,319.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | +5.3% | -1.0% | +6.3% | +5.7% |
| 30D | +4.6% | -1.9% | +6.5% | +5.2% |
| 3M | -3.7% | -1.9% | -1.8% | -3.3% |
| 6M | +16.8% | -7.4% | +24.3% | +19.5% |
| YTD | +15.3% | +4.1% | +11.2% | +13.0% |
| 1Y | +31.0% | +8.0% | +23.0% | +26.3% |
| 3Y | +45.4% | +48.4% | -3.0% | +23.6% |
| 5Y | +54.7% | +27.2% | +27.4% | +38.2% |
| 10Y | +98.2% | +146.8% | -48.6% | +36.5% |
| All | +615.0% | +1,934.3% | -1,319.3% | +94.4% |
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