+6.4%
OXY vs XEL
+151.6%
-145.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.8% | -0.3% | +3.1% | +2.9% |
| 30D | +5.5% | -3.9% | +9.4% | +6.5% |
| 3M | +11.3% | -2.8% | +14.1% | +12.0% |
| 6M | +11.6% | -5.4% | +17.0% | +12.7% |
| YTD | +51.6% | +3.8% | +47.8% | +49.2% |
| 1Y | +36.2% | +6.8% | +29.4% | +32.9% |
| 3Y | +1.7% | +45.6% | -43.9% | -10.4% |
| 5Y | +164.5% | +30.7% | +133.8% | +138.3% |
| All | +6.4% | +151.6% | -145.2% | -10.9% |
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 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