+10,545.1%
LIN vs XEL
+1,597.4%
+8,947.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.7% |
| 7D | -2.1% | -1.0% | -1.2% | -1.8% |
| 30D | -2.4% | -1.9% | -0.5% | -1.9% |
| 3M | -5.6% | -1.9% | -3.7% | -5.1% |
| 6M | -3.4% | -7.4% | +4.1% | -1.3% |
| YTD | +13.1% | +4.1% | +9.1% | +11.2% |
| 1Y | +2.5% | +8.0% | -5.6% | -0.7% |
| 3Y | +27.6% | +48.4% | -20.8% | +10.1% |
| 5Y | +63.0% | +27.2% | +35.8% | +46.9% |
| 10Y | +359.3% | +146.8% | +212.5% | +233.8% |
| All | +10,545.1% | +1,597.4% | +8,947.7% | +4,967.7% |
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