+310.3%
IVV vs XEL
+187.7%
+122.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | +2.6% | +2.4% | +0.1% | +1.7% |
| 30D | -2.0% | +8.3% | -10.3% | -4.7% |
| 3M | -2.8% | +4.2% | -6.9% | -4.3% |
| 6M | +2.2% | +3.7% | -1.6% | +0.5% |
| YTD | +11.5% | +13.1% | -1.5% | +5.9% |
| 1Y | +13.5% | +5.0% | +8.5% | +10.7% |
| 3Y | +78.1% | +55.0% | +23.1% | +46.4% |
| 5Y | +73.1% | +51.8% | +21.3% | +41.8% |
| All | +310.3% | +187.7% | +122.7% | +200.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling