+13,164.2%
GOOG vs XEL
+888.5%
+12,275.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | -1.6% | +0.9% | -2.5% | -1.9% |
| 30D | -7.7% | -0.9% | -6.8% | -7.4% |
| 3M | -9.3% | -1.4% | -7.9% | -9.2% |
| 6M | +7.4% | -5.8% | +13.3% | +9.3% |
| YTD | +4.9% | +4.7% | +0.2% | +2.1% |
| 1Y | +37.2% | +9.1% | +28.2% | +31.2% |
| 3Y | +141.6% | +47.8% | +93.8% | +97.8% |
| 5Y | +128.8% | +29.0% | +99.7% | +96.4% |
| 10Y | +772.7% | +154.0% | +618.7% | +417.3% |
| All | +13,164.2% | +888.5% | +12,275.7% | +3,914.1% |
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