+14,639.2%
MO vs XEL
+1,947.0%
+12,692.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.1% |
| 7D | -2.4% | +0.9% | -3.3% | -2.7% |
| 30D | +3.6% | -0.9% | +4.5% | +3.8% |
| 3M | -3.7% | -1.4% | -2.3% | -3.3% |
| 6M | +4.5% | -5.8% | +10.3% | +6.3% |
| YTD | +21.5% | +4.7% | +16.8% | +19.8% |
| 1Y | +9.5% | +9.1% | +0.5% | +6.5% |
| 3Y | +93.6% | +47.8% | +45.7% | +71.1% |
| 5Y | +97.5% | +29.0% | +68.5% | +80.2% |
| 10Y | +111.2% | +154.0% | -42.8% | +58.1% |
| All | +14,639.2% | +1,947.0% | +12,692.3% | +5,496.2% |
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