+228.7%
HL vs XEL
+29.8%
+198.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.2% |
| 3M | +32.0% | -2.8% | +34.8% | +33.4% |
| 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% | +70.6% |
| 3Y | +392.8% | +45.6% | +347.2% | +291.7% |
| All | +228.7% | +29.8% | +198.8% | +192.2% |
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