+3,109.1%
MPC vs XEL
+454.4%
+2,654.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +4.0% | +4.4% |
| 7D | -9.4% | +1.1% | -10.5% | -9.9% |
| 30D | -14.3% | +8.7% | -23.0% | -17.2% |
| 3M | +31.1% | +3.5% | +27.6% | +29.0% |
| 6M | +60.3% | +2.6% | +57.7% | +57.6% |
| YTD | +142.5% | +11.1% | +131.5% | +129.7% |
| 1Y | +104.6% | +2.2% | +102.4% | +100.6% |
| 3Y | +191.7% | +51.1% | +140.6% | +135.7% |
| 5Y | +549.2% | +48.0% | +501.2% | +416.9% |
| 10Y | +1,106.2% | +175.3% | +930.9% | +604.5% |
| All | +3,109.1% | +454.4% | +2,654.7% | +746.6% |
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