+142.4%
GILD vs XEL
+29.8%
+112.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -4.8% | -0.3% | -4.5% | -4.7% |
| 30D | +5.8% | -3.9% | +9.7% | +7.1% |
| 3M | +14.9% | -2.8% | +17.7% | +15.9% |
| 6M | -0.4% | -5.4% | +5.0% | +1.2% |
| YTD | +18.5% | +3.8% | +14.8% | +16.7% |
| 1Y | +25.1% | +6.8% | +18.3% | +21.6% |
| 3Y | +105.9% | +45.6% | +60.3% | +77.3% |
| All | +142.4% | +29.8% | +112.6% | +117.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling