+117.2%
MPC vs XEL
+1.7%
+115.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.2% | -10.3% | -8.0% |
| 7D | -10.9% | +4.3% | -15.2% | -10.8% |
| 30D | -9.4% | +12.6% | -22.0% | -9.4% |
| 3M | +26.0% | +4.4% | +21.6% | +25.8% |
| 6M | +56.5% | +0.7% | +55.8% | +56.4% |
| YTD | +144.3% | +11.5% | +132.7% | +136.2% |
| 1Y | +117.2% | +1.7% | +115.5% | +116.5% |
| All | +117.2% | +1.7% | +115.5% | +116.5% |
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