+155.3%
HBAN vs XEL
+151.6%
+3.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | -5.6% | -3.9% | -1.7% | -4.5% |
| 3M | -1.1% | -2.8% | +1.7% | -0.4% |
| 6M | +9.9% | -5.4% | +15.3% | +11.5% |
| YTD | -0.9% | +3.8% | -4.7% | -2.5% |
| 1Y | -1.4% | +6.8% | -8.2% | -4.1% |
| 3Y | +78.2% | +45.6% | +32.6% | +55.6% |
| 5Y | +37.0% | +30.7% | +6.3% | +22.4% |
| All | +155.3% | +151.6% | +3.7% | +167.7% |
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