+185.8%
LMT vs XEL
+151.6%
+34.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -0.2% | -0.3% | +0.1% | -0.1% |
| 30D | -13.1% | -3.9% | -9.1% | -11.7% |
| 3M | -3.9% | -2.8% | -1.1% | -2.8% |
| 6M | -18.3% | -5.4% | -12.9% | -16.7% |
| YTD | +10.3% | +3.8% | +6.6% | +8.2% |
| 1Y | +14.2% | +6.8% | +7.4% | +10.5% |
| 3Y | +35.0% | +45.6% | -10.6% | +12.4% |
| 5Y | +73.2% | +30.7% | +42.5% | +49.6% |
| All | +185.8% | +151.6% | +34.2% | +131.8% |
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