+600,900.0%
NVDA vs XEL
+810.3%
+600,089.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.5% |
| 7D | +3.8% | +1.3% | +2.5% | +3.4% |
| 30D | +0.8% | -1.5% | +2.3% | +1.2% |
| 3M | +8.2% | -0.2% | +8.4% | +8.1% |
| 6M | +27.1% | -5.4% | +32.5% | +28.5% |
| YTD | +21.2% | +5.6% | +15.5% | +18.2% |
| 1Y | +34.3% | +10.5% | +23.8% | +28.8% |
| 3Y | +396.3% | +49.2% | +347.1% | +319.5% |
| 5Y | +913.8% | +30.1% | +883.7% | +789.2% |
| 10Y | +14,572.5% | +146.7% | +14,425.8% | +10,274.6% |
| All | +600,900.0% | +810.3% | +600,089.6% | +272,122.8% |
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