+163.8%
MPC vs XEL
+44.3%
+119.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | -16.2% | -0.2% | -16.0% | -16.2% |
| 30D | -15.7% | +10.0% | -25.7% | -16.5% |
| 3M | +24.9% | +4.3% | +20.6% | +24.3% |
| 6M | +52.7% | +0.5% | +52.2% | +52.4% |
| YTD | +131.9% | +10.4% | +121.5% | +128.0% |
| 1Y | +96.6% | +2.0% | +94.6% | +95.4% |
| 3Y | +163.8% | +45.6% | +118.2% | +152.3% |
| All | +163.8% | +44.3% | +119.5% | +152.3% |
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