+173.4%
MPC vs XEL
+47.7%
+125.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +5.4% | -1.0% | +6.4% | +5.5% |
| 30D | +31.0% | -1.9% | +32.9% | +31.2% |
| 3M | +46.0% | -1.9% | +47.9% | +46.1% |
| 6M | +77.3% | -7.4% | +84.8% | +78.4% |
| YTD | +141.9% | +4.1% | +137.9% | +139.2% |
| 1Y | +120.9% | +8.0% | +112.9% | +117.1% |
| All | +173.4% | +47.7% | +125.8% | +160.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling