+60.4%
HL vs XEL
+1,947.0%
-1,886.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.2% |
| 7D | +0.4% | +0.9% | -0.5% | +0.1% |
| 30D | +18.8% | -0.9% | +19.7% | +19.1% |
| 3M | +43.7% | -1.4% | +45.1% | +44.2% |
| 6M | -1.0% | -5.8% | +4.8% | +0.6% |
| YTD | +8.7% | +4.7% | +4.0% | +6.8% |
| 1Y | +105.0% | +9.1% | +95.9% | +98.3% |
| 3Y | +427.3% | +47.8% | +379.4% | +357.3% |
| 5Y | +249.3% | +29.0% | +220.3% | +216.4% |
| 10Y | +284.2% | +154.0% | +130.2% | +182.6% |
| All | +60.4% | +1,947.0% | -1,886.5% | +5.3% |
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 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