+378.1%
PSX vs XEL
+151.6%
+226.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | +1.7% | -0.3% | +2.0% | +1.8% |
| 30D | +15.6% | -3.9% | +19.6% | +16.9% |
| 3M | +46.5% | -2.8% | +49.3% | +47.4% |
| 6M | +55.0% | -5.4% | +60.4% | +56.8% |
| YTD | +105.3% | +3.8% | +101.5% | +101.7% |
| 1Y | +101.6% | +6.8% | +94.8% | +96.0% |
| 3Y | +134.1% | +45.6% | +88.6% | +104.2% |
| 5Y | +368.7% | +30.7% | +338.0% | +318.0% |
| All | +378.1% | +151.6% | +226.5% | +288.5% |
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