+3,524.4%
GLW vs XEL
+2,096.4%
+1,428.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.2% | +6.2% | +7.0% |
| 7D | +1.4% | +0.7% | +0.7% | +1.2% |
| 30D | -18.2% | +9.3% | -27.6% | -20.7% |
| 3M | -24.2% | +5.3% | -29.5% | -25.5% |
| 6M | -41.7% | +2.2% | -43.9% | -42.3% |
| YTD | +38.3% | +12.3% | +26.0% | +33.1% |
| 1Y | +38.2% | +3.0% | +35.2% | +36.5% |
| 3Y | +363.4% | +51.6% | +311.8% | +300.0% |
| 5Y | +254.6% | +50.0% | +204.6% | +204.9% |
| 10Y | +562.0% | +183.8% | +378.1% | +374.4% |
| All | +3,524.4% | +2,096.4% | +1,428.0% | +1,104.4% |
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