+119.6%
GLW vs XEL
+7.9%
+111.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.1% | -2.7% |
| 7D | +11.7% | -1.2% | +12.9% | +12.3% |
| 30D | +2.7% | -2.9% | +5.6% | +4.0% |
| 3M | -2.8% | -2.7% | -0.1% | -2.1% |
| 6M | +20.2% | -6.5% | +26.7% | +22.5% |
| YTD | +87.3% | +3.6% | +83.7% | +90.3% |
| 1Y | +119.6% | +7.5% | +112.1% | +128.5% |
| All | +119.6% | +7.9% | +111.7% | +128.5% |
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