+227.5%
LOW vs XEL
+151.6%
+75.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -3.7% | -0.3% | -3.4% | -3.6% |
| 30D | -8.9% | -3.9% | -4.9% | -7.3% |
| 3M | -10.4% | -2.8% | -7.6% | -9.4% |
| 6M | -19.4% | -5.4% | -14.0% | -17.7% |
| YTD | -17.1% | +3.8% | -20.9% | -18.7% |
| 1Y | -26.3% | +6.8% | -33.1% | -28.9% |
| 3Y | -9.9% | +45.6% | -55.5% | -26.0% |
| 5Y | +6.1% | +30.7% | -24.6% | -9.3% |
| All | +227.5% | +151.6% | +75.9% | +168.7% |
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 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