+1,700.7%
NOK vs XEL
+1,409.8%
+290.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +9.3% | +0.9% | +8.4% | +9.1% |
| 30D | +17.9% | -0.9% | +18.7% | +18.2% |
| 3M | -22.3% | -1.4% | -20.9% | -22.2% |
| 6M | +36.4% | -5.8% | +42.2% | +38.3% |
| YTD | +66.3% | +4.7% | +61.6% | +62.9% |
| 1Y | +134.4% | +9.1% | +125.4% | +126.1% |
| 3Y | +186.6% | +47.8% | +138.7% | +147.9% |
| 5Y | +102.7% | +29.0% | +73.7% | +81.5% |
| 10Y | +129.8% | +154.0% | -24.2% | +61.1% |
| All | +1,700.7% | +1,409.8% | +290.9% | +648.2% |
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