+36.3%
HBAN vs XEL
+29.8%
+6.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.6% |
| 3M | -1.1% | -2.8% | +1.7% | -0.5% |
| 6M | +9.9% | -5.4% | +15.3% | +11.3% |
| YTD | -0.9% | +3.8% | -4.7% | -2.3% |
| 1Y | -1.4% | +6.8% | -8.2% | -3.8% |
| 3Y | +78.2% | +45.6% | +32.6% | +58.5% |
| All | +36.3% | +29.8% | +6.5% | +22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling