+123.2%
GLW vs XEL
+7.2%
+116.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.8% | +6.5% | +6.0% |
| 7D | +3.8% | -1.0% | +4.7% | +4.2% |
| 30D | -1.3% | -1.9% | +0.6% | -0.5% |
| 3M | -21.8% | -1.9% | -19.9% | -21.8% |
| 6M | +6.9% | -7.4% | +14.3% | +9.1% |
| YTD | +77.2% | +4.1% | +73.1% | +79.6% |
| 1Y | +123.2% | +8.0% | +115.2% | +131.9% |
| All | +123.2% | +7.2% | +116.0% | +131.9% |
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