+318.3%
INTC vs XEL
+7.7%
+310.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +7.5% | -0.3% | +7.7% | +7.5% |
| 30D | +2.0% | -3.9% | +5.9% | +2.6% |
| 3M | -12.0% | -2.8% | -9.2% | -12.0% |
| 6M | +114.5% | -5.4% | +119.9% | +116.6% |
| YTD | +179.0% | +3.8% | +175.2% | +170.8% |
| 1Y | +318.3% | +6.8% | +311.5% | +312.6% |
| All | +318.3% | +7.7% | +310.6% | +312.6% |
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