+875.7%
NVDA vs XEL
+27.8%
+848.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -2.4% |
| 7D | -4.3% | -1.2% | -3.1% | -4.4% |
| 30D | +0.5% | -2.9% | +3.4% | +0.3% |
| 3M | +9.1% | -2.7% | +11.8% | +8.9% |
| 6M | +18.5% | -6.5% | +25.0% | +18.0% |
| YTD | +17.4% | +3.6% | +13.7% | +17.7% |
| 1Y | +23.4% | +7.5% | +15.9% | +23.9% |
| 3Y | +380.6% | +46.3% | +334.3% | +379.6% |
| 5Y | +875.7% | +30.5% | +845.2% | +944.3% |
| All | +875.7% | +27.8% | +848.0% | +944.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling