+18.5%
KDP vs XEL
+7.9%
+10.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.6% |
| 7D | -4.3% | -1.2% | -3.1% | -4.0% |
| 30D | +7.8% | -2.9% | +10.7% | +8.7% |
| 3M | -0.1% | -2.7% | +2.7% | +0.9% |
| 6M | +14.0% | -6.5% | +20.5% | +16.0% |
| YTD | +15.1% | +3.6% | +11.4% | +15.9% |
| 1Y | +18.5% | +7.5% | +11.0% | +20.2% |
| All | +18.5% | +7.9% | +10.6% | +20.2% |
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