+6,923.6%
MCK vs XEL
+1,256.0%
+5,667.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -2.9% | -0.3% | -2.6% | -2.9% |
| 30D | +0.4% | -3.9% | +4.4% | +1.4% |
| 3M | +12.1% | -2.8% | +14.9% | +12.8% |
| 6M | -5.4% | -5.4% | -0.1% | -4.3% |
| YTD | +7.8% | +3.8% | +4.0% | +6.4% |
| 1Y | +22.9% | +6.8% | +16.1% | +20.4% |
| 3Y | +110.7% | +45.6% | +65.1% | +88.8% |
| 5Y | +346.2% | +30.7% | +315.5% | +308.4% |
| 10Y | +440.1% | +151.7% | +288.4% | +322.3% |
| All | +6,923.6% | +1,256.0% | +5,667.6% | +3,658.1% |
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