+25.0%
FLEX vs XEL
+1.7%
+23.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +2.2% | -14.5% | -11.8% |
| 7D | -17.0% | +4.3% | -21.3% | -16.3% |
| 30D | -33.8% | +12.6% | -46.5% | -33.3% |
| 3M | -39.0% | +4.4% | -43.4% | -38.7% |
| 6M | -15.9% | +0.7% | -16.6% | -15.9% |
| YTD | +27.8% | +11.5% | +16.3% | +27.0% |
| 1Y | +25.0% | +1.7% | +23.2% | +27.1% |
| All | +25.0% | +1.7% | +23.2% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling