+102.3%
INTC vs XEL
+27.8%
+74.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.5% | -5.2% |
| 7D | +9.4% | -1.2% | +10.7% | +9.9% |
| 30D | +2.7% | -2.9% | +5.6% | +3.7% |
| 3M | -6.3% | -2.7% | -3.6% | -5.7% |
| 6M | +114.5% | -6.5% | +121.0% | +118.2% |
| YTD | +171.9% | +3.6% | +168.2% | +166.6% |
| 1Y | +305.0% | +7.5% | +297.5% | +291.1% |
| 3Y | +168.3% | +46.3% | +122.0% | +131.3% |
| 5Y | +102.3% | +30.5% | +71.8% | +85.4% |
| All | +102.3% | +27.8% | +74.5% | +85.4% |
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