+3,101.0%
MPC vs XEL
+419.4%
+2,681.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | +5.4% | -1.0% | +6.4% | +5.8% |
| 30D | +31.0% | -1.9% | +32.9% | +31.9% |
| 3M | +46.0% | -1.9% | +47.9% | +46.7% |
| 6M | +77.3% | -7.4% | +84.8% | +81.6% |
| YTD | +141.9% | +4.1% | +137.9% | +135.6% |
| 1Y | +120.9% | +8.0% | +112.9% | +111.1% |
| 3Y | +182.7% | +48.4% | +134.3% | +129.3% |
| 5Y | +646.4% | +27.2% | +619.2% | +538.1% |
| 10Y | +1,138.7% | +146.8% | +991.9% | +660.4% |
| All | +3,101.0% | +419.4% | +2,681.6% | +768.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling