+39.1%
O vs XEL
+53.0%
-13.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | -0.4% | +2.4% | -2.8% | -1.4% |
| 30D | +7.1% | +8.3% | -1.2% | +3.6% |
| 3M | -5.2% | +4.2% | -9.4% | -6.9% |
| 6M | -1.8% | +3.7% | -5.5% | -3.4% |
| YTD | +9.1% | +13.1% | -4.0% | +3.7% |
| 1Y | +9.7% | +5.0% | +4.7% | +7.2% |
| 3Y | +39.1% | +55.0% | -15.8% | +16.9% |
| All | +39.1% | +53.0% | -13.9% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling