+2,968.0%
MPC vs XEL
+450.9%
+2,517.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -16.2% | -0.2% | -16.0% | -16.2% |
| 30D | -15.7% | +10.0% | -25.7% | -19.0% |
| 3M | +24.9% | +4.3% | +20.6% | +22.4% |
| 6M | +52.7% | +0.5% | +52.2% | +51.4% |
| YTD | +131.9% | +10.4% | +121.5% | +120.1% |
| 1Y | +96.6% | +2.0% | +94.6% | +92.9% |
| 3Y | +163.8% | +45.6% | +118.2% | +116.9% |
| 5Y | +533.1% | +46.6% | +486.5% | +406.2% |
| 10Y | +1,118.6% | +168.3% | +950.3% | +619.4% |
| All | +2,968.0% | +450.9% | +2,517.1% | +711.3% |
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 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