+755.6%
GOOGL vs XEL
+151.6%
+604.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | 0.0% | -0.3% | +0.3% | +0.1% |
| 30D | -1.4% | -3.9% | +2.5% | -0.4% |
| 3M | -5.3% | -2.8% | -2.5% | -4.9% |
| 6M | +9.8% | -5.4% | +15.2% | +11.0% |
| YTD | +8.4% | +3.8% | +4.6% | +6.6% |
| 1Y | +41.2% | +6.8% | +34.4% | +37.5% |
| 3Y | +149.6% | +45.6% | +104.0% | +115.9% |
| 5Y | +142.6% | +30.7% | +111.9% | +116.8% |
| All | +755.6% | +151.6% | +604.0% | +551.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling