+1,166.2%
MPC vs XEL
+187.3%
+979.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.3% |
| 7D | +9.4% | +1.4% | +8.0% | +8.9% |
| 30D | -13.4% | +9.2% | -22.6% | -16.2% |
| 3M | +18.9% | +4.5% | +14.3% | +16.8% |
| 6M | +64.9% | +3.6% | +61.3% | +62.0% |
| YTD | +156.8% | +12.9% | +143.9% | +143.2% |
| 1Y | +113.2% | +4.1% | +109.1% | +108.2% |
| 3Y | +201.8% | +52.3% | +149.5% | +148.7% |
| 5Y | +601.4% | +51.6% | +549.8% | +465.4% |
| All | +1,166.2% | +187.3% | +979.0% | +853.1% |
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 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