+179.8%
KDP vs XEL
+146.5%
+33.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | -1.6% | +0.9% | -2.5% | -1.9% |
| 30D | +9.5% | -0.9% | +10.4% | +9.8% |
| 3M | +2.6% | -1.4% | +4.1% | +3.1% |
| 6M | +15.6% | -5.8% | +21.4% | +17.7% |
| YTD | +17.3% | +4.7% | +12.6% | +15.2% |
| 1Y | +20.1% | +9.1% | +11.0% | +16.0% |
| 3Y | +4.9% | +47.8% | -42.9% | -9.4% |
| 5Y | +5.0% | +29.0% | -24.0% | -5.7% |
| 10Y | +179.8% | +154.0% | +25.8% | +98.3% |
| All | +179.8% | +146.5% | +33.3% | +98.3% |
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