+11,511.2%
LMT vs XEL
+1,965.5%
+9,545.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.5% | +1.6% |
| 7D | -1.5% | +1.3% | -2.8% | -1.9% |
| 30D | -8.2% | -1.5% | -6.7% | -7.9% |
| 3M | +3.7% | -0.2% | +3.9% | +3.8% |
| 6M | -19.2% | -5.4% | -13.7% | -18.1% |
| YTD | +12.9% | +5.6% | +7.2% | +10.9% |
| 1Y | +19.8% | +10.5% | +9.3% | +16.2% |
| 3Y | +37.3% | +49.2% | -11.9% | +21.3% |
| 5Y | +74.4% | +30.1% | +44.3% | +59.1% |
| 10Y | +188.9% | +146.7% | +42.2% | +124.1% |
| All | +11,511.2% | +1,965.5% | +9,545.7% | +5,000.8% |
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 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