+164.3%
INTC vs XEL
+46.3%
+118.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.5% | -5.3% |
| 7D | +9.4% | -1.2% | +10.7% | +9.7% |
| 30D | +2.7% | -2.9% | +5.6% | +3.3% |
| 3M | -6.3% | -2.7% | -3.6% | -6.0% |
| 6M | +114.5% | -6.5% | +121.0% | +117.1% |
| YTD | +171.9% | +3.6% | +168.2% | +167.7% |
| 1Y | +305.0% | +7.5% | +297.5% | +294.2% |
| All | +164.3% | +46.3% | +118.0% | +148.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling