+120.9%
MPC vs XEL
+7.2%
+113.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.3% |
| 7D | +5.4% | -1.0% | +6.4% | +5.4% |
| 30D | +31.0% | -1.9% | +32.9% | +30.9% |
| 3M | +46.0% | -1.9% | +47.9% | +45.8% |
| 6M | +77.3% | -7.4% | +84.8% | +77.3% |
| YTD | +141.9% | +4.1% | +137.9% | +136.8% |
| 1Y | +120.9% | +8.0% | +112.9% | +117.5% |
| All | +120.9% | +7.2% | +113.7% | +117.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling