+15,068.3%
PCAR vs XEL
+1,934.3%
+13,134.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -0.5% | -1.0% | +0.4% | -0.1% |
| 30D | -6.2% | -1.9% | -4.3% | -5.6% |
| 3M | +5.9% | -1.9% | +7.8% | +6.5% |
| 6M | +0.4% | -7.4% | +7.8% | +3.0% |
| YTD | +14.8% | +4.1% | +10.8% | +12.5% |
| 1Y | +30.1% | +8.0% | +22.1% | +25.3% |
| 3Y | +66.7% | +48.4% | +18.3% | +39.1% |
| 5Y | +166.1% | +27.2% | +138.9% | +132.9% |
| 10Y | +353.7% | +146.8% | +206.9% | +191.3% |
| All | +15,068.3% | +1,934.3% | +13,134.0% | +3,595.8% |
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