+65,302.9%
NFLX vs XEL
+753.2%
+64,549.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -5.1% |
| 7D | -4.2% | -1.0% | -3.3% | -4.0% |
| 30D | +5.5% | -1.9% | +7.4% | +6.0% |
| 3M | -4.1% | -1.9% | -2.2% | -3.6% |
| 6M | -20.7% | -7.4% | -13.2% | -19.1% |
| YTD | -16.5% | +4.1% | -20.6% | -17.9% |
| 1Y | -37.8% | +8.0% | -45.8% | -39.6% |
| 3Y | +77.9% | +48.4% | +29.5% | +54.7% |
| 5Y | +32.5% | +27.2% | +5.3% | +19.6% |
| 10Y | +703.6% | +146.8% | +556.7% | +469.5% |
| All | +65,302.9% | +753.2% | +64,549.7% | +23,105.1% |
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