+212.4%
NXPI vs XEL
+187.7%
+24.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -1.0% | -0.9% |
| 7D | +6.8% | +2.4% | +4.3% | +6.1% |
| 30D | +20.0% | +8.3% | +11.7% | +17.4% |
| 3M | +14.8% | +4.2% | +10.7% | +13.4% |
| 6M | -10.5% | +3.7% | -14.2% | -11.6% |
| YTD | +23.7% | +13.1% | +10.7% | +18.9% |
| 1Y | +34.1% | +5.0% | +29.1% | +31.4% |
| 3Y | +51.2% | +55.0% | -3.7% | +28.2% |
| 5Y | +33.4% | +51.8% | -18.4% | +12.6% |
| All | +212.4% | +187.7% | +24.7% | +160.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling