+7,917.6%
FLEX vs XEL
+1,372.4%
+6,545.2%
-96.4%
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% | +1.8% |
| 7D | -0.9% | -1.0% | +0.1% | -0.6% |
| 30D | -10.1% | -1.9% | -8.2% | -9.6% |
| 3M | -31.3% | -1.9% | -29.4% | -31.1% |
| 6M | +71.3% | -7.4% | +78.7% | +74.8% |
| YTD | +81.2% | +4.1% | +77.2% | +77.6% |
| 1Y | +98.5% | +8.0% | +90.4% | +91.3% |
| 3Y | +428.2% | +48.4% | +379.9% | +344.6% |
| 5Y | +657.3% | +27.2% | +630.0% | +566.2% |
| 10Y | +995.9% | +146.8% | +849.1% | +651.3% |
| All | +7,917.6% | +1,372.4% | +6,545.2% | +3,359.6% |
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