+43.5%
KDP vs XEL
+1.7%
+41.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.2% | +3.7% | +5.0% |
| 7D | +5.3% | +4.3% | +1.0% | +3.6% |
| 30D | +19.1% | +12.6% | +6.5% | +14.0% |
| 3M | +19.2% | +4.4% | +14.8% | +17.1% |
| 6M | +29.3% | +0.7% | +28.5% | +28.8% |
| YTD | +35.5% | +11.5% | +24.0% | +31.6% |
| 1Y | +43.5% | +1.7% | +41.7% | +41.4% |
| All | +43.5% | +1.7% | +41.7% | +41.4% |
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 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