-81.6%
PYPL vs XEL
+29.4%
-111.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.6% |
| 7D | -4.3% | +0.9% | -5.2% | -4.6% |
| 30D | -11.5% | -0.9% | -10.6% | -11.2% |
| 3M | +26.1% | -1.4% | +27.6% | +26.6% |
| 6M | +13.7% | -5.8% | +19.5% | +15.3% |
| YTD | -9.8% | +4.7% | -14.5% | -11.9% |
| 1Y | -22.1% | +9.1% | -31.1% | -25.1% |
| 3Y | -13.5% | +47.8% | -61.3% | -26.6% |
| 5Y | -81.6% | +29.0% | -110.6% | -83.1% |
| All | -81.6% | +29.4% | -111.0% | -83.1% |
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