+8,589.7%
PWR vs XEL
+843.7%
+7,746.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.8% | +1.8% |
| 7D | +4.5% | +1.3% | +3.2% | +4.1% |
| 30D | -4.9% | -1.5% | -3.4% | -4.4% |
| 3M | -7.9% | -0.2% | -7.7% | -8.0% |
| 6M | +18.3% | -5.4% | +23.8% | +20.4% |
| YTD | +51.5% | +5.6% | +45.9% | +48.6% |
| 1Y | +70.3% | +10.5% | +59.9% | +64.5% |
| 3Y | +210.6% | +49.2% | +161.4% | +166.3% |
| 5Y | +456.7% | +30.1% | +426.6% | +395.5% |
| 10Y | +2,396.1% | +146.7% | +2,249.4% | +1,663.8% |
| All | +8,589.7% | +843.7% | +7,746.0% | +4,202.6% |
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