+86.1%
FLEX vs XEL
+7.9%
+78.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -4.2% |
| 7D | +0.1% | -1.2% | +1.3% | 0.0% |
| 30D | -11.8% | -2.9% | -8.9% | -12.0% |
| 3M | -22.6% | -2.7% | -19.9% | -22.9% |
| 6M | +77.3% | -6.5% | +83.8% | +74.9% |
| YTD | +78.8% | +3.6% | +75.1% | +78.4% |
| 1Y | +86.1% | +7.5% | +78.6% | +92.2% |
| All | +86.1% | +7.9% | +78.2% | +92.2% |
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