+256.9%
HL vs XEL
+151.6%
+105.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -4.4% | -0.3% | -4.1% | -4.2% |
| 30D | +9.3% | -3.9% | +13.2% | +11.3% |
| 3M | +32.0% | -2.8% | +34.8% | +33.5% |
| 6M | -6.4% | -5.4% | -1.0% | -4.5% |
| YTD | +3.1% | +3.8% | -0.6% | +0.9% |
| 1Y | +77.6% | +6.8% | +70.7% | +70.5% |
| 3Y | +392.8% | +45.6% | +347.2% | +298.0% |
| 5Y | +234.1% | +30.7% | +203.4% | +185.2% |
| All | +256.9% | +151.6% | +105.3% | +122.1% |
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