+111.9%
KMI vs XEL
+439.1%
-327.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.4% |
| 7D | -1.8% | +0.9% | -2.7% | -2.1% |
| 30D | +0.1% | -0.9% | +0.9% | +0.4% |
| 3M | +1.2% | -1.4% | +2.6% | +1.7% |
| 6M | -3.9% | -5.8% | +1.9% | -1.8% |
| YTD | +17.5% | +4.7% | +12.8% | +15.0% |
| 1Y | +22.6% | +9.1% | +13.6% | +17.8% |
| 3Y | +116.3% | +47.8% | +68.4% | +81.5% |
| 5Y | +157.6% | +29.0% | +128.6% | +126.5% |
| 10Y | +136.6% | +154.0% | -17.4% | +53.4% |
| All | +111.9% | +439.1% | -327.2% | -15.6% |
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