+3,495.5%
GLW vs XEL
+2,107.3%
+1,388.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.0% |
| 7D | +15.5% | +1.4% | +14.1% | +15.1% |
| 30D | -19.6% | +9.2% | -28.7% | -21.9% |
| 3M | -28.5% | +4.5% | -33.0% | -29.6% |
| 6M | -39.5% | +3.6% | -43.1% | -40.4% |
| YTD | +37.2% | +12.9% | +24.3% | +31.9% |
| 1Y | +35.4% | +4.1% | +31.3% | +33.4% |
| 3Y | +359.7% | +52.3% | +307.4% | +296.2% |
| 5Y | +244.0% | +51.6% | +192.4% | +194.8% |
| 10Y | +556.7% | +185.2% | +371.5% | +369.9% |
| All | +3,495.5% | +2,107.3% | +1,388.2% | +1,092.9% |
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 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