+2,049.9%
LLY vs XEL
+185.3%
+1,864.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -0.1% |
| 7D | +1.4% | +0.7% | +0.6% | +1.1% |
| 30D | +21.5% | +9.3% | +12.2% | +17.8% |
| 3M | +18.5% | +5.3% | +13.2% | +16.2% |
| 6M | +49.1% | +2.2% | +46.9% | +47.6% |
| YTD | +34.4% | +12.3% | +22.0% | +28.6% |
| 1Y | +46.3% | +3.0% | +43.3% | +44.3% |
| 3Y | +145.5% | +51.6% | +93.9% | +106.5% |
| 5Y | +472.7% | +50.0% | +422.7% | +377.2% |
| 10Y | +2,049.9% | +183.8% | +1,866.1% | +1,274.5% |
| All | +2,049.9% | +185.3% | +1,864.7% | +1,274.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling