+1,580.3%
LLY vs XEL
+146.5%
+1,433.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | -3.1% | +0.9% | -4.0% | -3.4% |
| 30D | -8.6% | -0.9% | -7.7% | -8.4% |
| 3M | -1.6% | -1.4% | -0.2% | -1.3% |
| 6M | +11.8% | -5.8% | +17.6% | +13.9% |
| YTD | +5.1% | +4.7% | +0.4% | +3.2% |
| 1Y | +50.7% | +9.1% | +41.7% | +45.7% |
| 3Y | +95.7% | +47.8% | +47.8% | +66.2% |
| 5Y | +390.2% | +29.0% | +361.2% | +336.1% |
| 10Y | +1,580.3% | +154.0% | +1,426.3% | +1,141.2% |
| All | +1,580.3% | +146.5% | +1,433.8% | +1,141.2% |
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