+101.9%
MPC vs XEL
+2.2%
+99.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +4.0% | +4.6% |
| 7D | -9.4% | +1.1% | -10.5% | -9.3% |
| 30D | -14.3% | +8.7% | -23.0% | -14.4% |
| 3M | +31.1% | +3.5% | +27.6% | +30.9% |
| 6M | +60.3% | +2.6% | +57.7% | +59.7% |
| YTD | +142.5% | +11.1% | +131.5% | +132.8% |
| All | +101.9% | +2.2% | +99.7% | +100.8% |
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