+4.4%
GOOGL vs XEL
+1.7%
+2.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +1.0% | +3.4% |
| 7D | -11.1% | +4.3% | -15.4% | -10.6% |
| 30D | -16.6% | +12.6% | -29.2% | -16.2% |
| 3M | -23.4% | +4.4% | -27.8% | -23.0% |
| 6M | -24.5% | +0.7% | -25.2% | -23.8% |
| YTD | -7.5% | +11.5% | -19.0% | -7.9% |
| 1Y | +4.4% | +1.7% | +2.6% | +8.2% |
| All | +4.4% | +1.7% | +2.6% | +8.2% |
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