+41.2%
GOOGL vs XEL
+7.7%
+33.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | 0.0% | -0.3% | +0.3% | 0.0% |
| 30D | -1.4% | -3.9% | +2.5% | -1.4% |
| 3M | -5.3% | -2.8% | -2.5% | -5.6% |
| 6M | +9.8% | -5.4% | +15.2% | +9.7% |
| YTD | +8.4% | +3.8% | +4.6% | +8.2% |
| 1Y | +41.2% | +6.8% | +34.4% | +44.5% |
| All | +41.2% | +7.7% | +33.5% | +44.5% |
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