+63.3%
LIN vs XEL
+46.6%
+16.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.9% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | +6.5% | +10.0% | -3.6% | +3.6% |
| 3M | +5.5% | +4.3% | +1.1% | +4.1% |
| 6M | +3.3% | +0.5% | +2.9% | +3.0% |
| YTD | +22.0% | +10.4% | +11.7% | +18.1% |
| 1Y | +25.7% | +2.0% | +23.8% | +24.5% |
| 3Y | +36.2% | +45.6% | -9.3% | +20.3% |
| All | +63.3% | +46.6% | +16.8% | +46.1% |
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