+81.6%
KO vs XEL
+29.7%
+51.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.7% |
| 7D | -1.1% | -1.2% | +0.1% | -0.7% |
| 30D | +1.6% | -2.9% | +4.5% | +2.6% |
| 3M | +5.8% | -2.7% | +8.5% | +6.7% |
| 6M | +14.3% | -6.5% | +20.8% | +16.8% |
| YTD | +27.3% | +3.6% | +23.7% | +25.1% |
| 1Y | +33.2% | +7.5% | +25.7% | +28.6% |
| 3Y | +64.5% | +46.3% | +18.1% | +39.5% |
| All | +81.6% | +29.7% | +51.9% | +61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling