+46.2%
GOOGL vs XEL
+7.2%
+39.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.1% |
| 7D | -2.3% | -1.0% | -1.3% | -2.3% |
| 30D | -6.6% | -1.9% | -4.6% | -6.6% |
| 3M | -8.9% | -1.9% | -7.0% | -9.3% |
| 6M | +11.9% | -7.4% | +19.3% | +11.7% |
| YTD | +8.3% | +4.1% | +4.3% | +8.1% |
| 1Y | +46.2% | +8.0% | +38.2% | +50.4% |
| All | +46.2% | +7.2% | +39.0% | +50.4% |
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 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