+5,389.6%
FLEX vs XEL
+1,499.8%
+3,889.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.2% | -4.1% |
| 7D | +7.5% | +2.4% | +5.0% | +6.6% |
| 30D | -25.3% | +8.3% | -33.6% | -27.5% |
| 3M | -39.7% | +4.2% | -43.8% | -40.7% |
| 6M | -47.9% | +3.7% | -51.6% | -48.8% |
| YTD | +24.1% | +13.1% | +11.0% | +17.8% |
| 1Y | +26.0% | +5.0% | +21.0% | +22.6% |
| 3Y | +282.7% | +55.0% | +227.7% | +217.0% |
| 5Y | +424.2% | +51.8% | +372.4% | +333.1% |
| 10Y | +613.8% | +185.6% | +428.2% | +364.5% |
| All | +5,389.6% | +1,499.8% | +3,889.8% | +2,196.0% |
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