-71.8%
PYPL vs XEL
+51.5%
-123.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.5% | +1.6% |
| 7D | +0.1% | +2.4% | -2.4% | -0.7% |
| 30D | +5.7% | +8.3% | -2.6% | +3.1% |
| 3M | -1.9% | +4.2% | -6.1% | -3.2% |
| 6M | +31.8% | +3.7% | +28.1% | +30.0% |
| YTD | +2.4% | +13.1% | -10.6% | -2.4% |
| 1Y | -8.2% | +5.0% | -13.2% | -10.2% |
| 3Y | +10.2% | +55.0% | -44.7% | -8.4% |
| All | -71.8% | +51.5% | -123.3% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling