+154,996.0%
KLAC vs XEL
+1,947.0%
+153,049.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.0% |
| 7D | +6.2% | +0.9% | +5.3% | +5.9% |
| 30D | -5.0% | -0.9% | -4.1% | -4.8% |
| 3M | -14.4% | -1.4% | -13.0% | -14.2% |
| 6M | +28.3% | -5.8% | +34.1% | +29.8% |
| YTD | +51.1% | +4.7% | +46.4% | +48.0% |
| 1Y | +100.4% | +9.1% | +91.3% | +93.5% |
| 3Y | +276.3% | +47.8% | +228.5% | +223.0% |
| 5Y | +452.1% | +29.0% | +423.0% | +390.0% |
| 10Y | +2,986.0% | +154.0% | +2,832.0% | +2,147.8% |
| All | +154,996.0% | +1,947.0% | +153,049.0% | +57,736.0% |
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