+53,204.8%
ORLY vs XEL
+1,337.6%
+51,867.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.4% |
| 7D | -2.1% | -1.2% | -0.9% | -1.8% |
| 30D | -7.6% | -2.9% | -4.7% | -6.9% |
| 3M | -5.5% | -2.7% | -2.8% | -4.8% |
| 6M | -9.7% | -6.5% | -3.2% | -8.2% |
| YTD | -6.2% | +3.6% | -9.9% | -7.3% |
| 1Y | -18.6% | +7.5% | -26.1% | -20.4% |
| 3Y | +33.8% | +46.3% | -12.5% | +19.9% |
| 5Y | +116.5% | +30.5% | +86.0% | +98.3% |
| 10Y | +361.0% | +151.4% | +209.6% | +261.7% |
| All | +53,204.8% | +1,337.6% | +51,867.2% | +28,008.8% |
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