+16,554.9%
INTC vs XEL
+1,965.5%
+14,589.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.5% | +7.5% | +8.5% |
| 7D | +17.4% | +1.3% | +16.1% | +16.9% |
| 30D | +2.8% | -1.5% | +4.3% | +3.3% |
| 3M | -5.3% | -0.2% | -5.1% | -5.4% |
| 6M | +140.6% | -5.4% | +146.0% | +144.1% |
| YTD | +183.1% | +5.6% | +177.5% | +176.3% |
| 1Y | +326.8% | +10.5% | +316.3% | +309.6% |
| 3Y | +179.4% | +49.2% | +130.3% | +138.6% |
| 5Y | +111.7% | +30.1% | +81.6% | +88.4% |
| 10Y | +253.8% | +146.7% | +107.1% | +152.7% |
| All | +16,554.9% | +1,965.5% | +14,589.4% | +5,091.6% |
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 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