+1,117.5%
KDP vs XEL
+576.5%
+541.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.5% |
| 7D | +1.3% | -1.0% | +2.2% | +1.7% |
| 30D | +6.0% | -1.9% | +7.9% | +6.8% |
| 3M | +9.2% | -1.9% | +11.1% | +10.0% |
| 6M | +14.7% | -7.4% | +22.1% | +18.2% |
| YTD | +19.2% | +4.1% | +15.1% | +16.8% |
| 1Y | +15.2% | +8.0% | +7.1% | +10.6% |
| 3Y | +6.0% | +48.4% | -42.4% | -12.4% |
| 5Y | +5.4% | +27.2% | -21.8% | -7.9% |
| 10Y | +171.9% | +146.8% | +25.1% | +62.8% |
| All | +1,117.5% | +576.5% | +541.0% | +274.3% |
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 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