+99.6%
PSX vs XEL
+7.2%
+92.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.2% |
| 7D | +4.5% | -1.0% | +5.5% | +4.6% |
| 30D | +26.6% | -1.9% | +28.5% | +26.7% |
| 3M | +39.3% | -1.9% | +41.2% | +39.3% |
| 6M | +56.8% | -7.4% | +64.3% | +57.8% |
| YTD | +101.8% | +4.1% | +97.8% | +97.5% |
| 1Y | +99.6% | +8.0% | +91.6% | +90.3% |
| All | +99.6% | +7.2% | +92.4% | +90.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling