+4,224.1%
KO vs XEL
+1,926.0%
+2,298.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | -1.1% | -1.2% | +0.1% | -0.7% |
| 30D | +1.6% | -2.9% | +4.5% | +2.4% |
| 3M | +5.8% | -2.7% | +8.5% | +6.6% |
| 6M | +14.3% | -6.5% | +20.8% | +16.4% |
| YTD | +27.3% | +3.6% | +23.7% | +25.5% |
| 1Y | +33.2% | +7.5% | +25.7% | +29.5% |
| 3Y | +64.5% | +46.3% | +18.1% | +44.3% |
| 5Y | +83.1% | +30.5% | +52.6% | +65.5% |
| 10Y | +183.9% | +151.4% | +32.5% | +113.5% |
| All | +4,224.1% | +1,926.0% | +2,298.1% | +1,262.6% |
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