+1,174.7%
MPC vs XEL
+146.5%
+1,028.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | +3.2% | +0.9% | +2.3% | +2.9% |
| 30D | +25.0% | -0.9% | +25.9% | +25.4% |
| 3M | +55.2% | -1.4% | +56.6% | +55.6% |
| 6M | +86.4% | -5.8% | +92.2% | +89.2% |
| YTD | +148.5% | +4.7% | +143.8% | +142.2% |
| 1Y | +121.7% | +9.1% | +112.6% | +112.2% |
| 3Y | +172.9% | +47.8% | +125.0% | +127.0% |
| 5Y | +679.9% | +29.0% | +650.9% | +576.3% |
| 10Y | +1,174.7% | +154.0% | +1,020.7% | +885.7% |
| All | +1,174.7% | +146.5% | +1,028.2% | +885.7% |
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