+73.0%
LMT vs XEL
+29.8%
+43.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.0% |
| 3M | -3.9% | -2.8% | -1.1% | -3.0% |
| 6M | -18.3% | -5.4% | -12.9% | -17.1% |
| YTD | +10.3% | +3.8% | +6.6% | +8.8% |
| 1Y | +14.2% | +6.8% | +7.4% | +11.6% |
| 3Y | +35.0% | +45.6% | -10.6% | +18.2% |
| All | +73.0% | +29.8% | +43.2% | +58.7% |
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 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