+13,507.3%
GOOGL vs XEL
+882.4%
+12,624.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.8% |
| 7D | -2.3% | -1.0% | -1.3% | -1.9% |
| 30D | -6.6% | -1.9% | -4.6% | -5.9% |
| 3M | -8.9% | -1.9% | -7.0% | -8.6% |
| 6M | +11.9% | -7.4% | +19.3% | +14.6% |
| YTD | +8.3% | +4.1% | +4.3% | +5.8% |
| 1Y | +46.2% | +8.0% | +38.2% | +40.2% |
| 3Y | +151.9% | +48.4% | +103.5% | +105.1% |
| 5Y | +137.7% | +27.2% | +110.5% | +104.8% |
| 10Y | +757.6% | +146.8% | +610.8% | +413.1% |
| All | +13,507.3% | +882.4% | +12,624.9% | +4,008.9% |
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