+18.7%
HPQ vs XEL
+7.2%
+11.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.1% |
| 7D | +6.9% | -1.0% | +7.9% | +6.8% |
| 30D | +14.4% | -1.9% | +16.4% | +14.3% |
| 3M | +25.6% | -1.9% | +27.5% | +25.5% |
| 6M | +75.0% | -7.4% | +82.5% | +73.3% |
| YTD | +50.7% | +4.1% | +46.6% | +52.5% |
| 1Y | +18.7% | +8.0% | +10.6% | +22.3% |
| All | +18.7% | +7.2% | +11.5% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling