+1,267.4%
KDP vs XEL
+635.0%
+632.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | -0.8% | +2.4% | -3.2% | -1.8% |
| 30D | +9.7% | +8.3% | +1.4% | +6.1% |
| 3M | +17.6% | +4.2% | +13.5% | +15.5% |
| 6M | +25.8% | +3.7% | +22.0% | +23.6% |
| YTD | +33.9% | +13.1% | +20.8% | +26.6% |
| 1Y | +38.9% | +5.0% | +33.9% | +35.4% |
| 3Y | +26.8% | +55.0% | -28.2% | +3.1% |
| 5Y | +16.3% | +51.8% | -35.5% | -5.8% |
| 10Y | +248.1% | +185.6% | +62.5% | +94.5% |
| All | +1,267.4% | +635.0% | +632.4% | +305.9% |
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