+562.3%
SE vs XEL
+100.3%
+462.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | -4.8% | -1.2% | -3.6% | -4.5% |
| 30D | -18.1% | -2.9% | -15.2% | -17.5% |
| 3M | +30.6% | -2.7% | +33.3% | +31.2% |
| 6M | +20.8% | -6.5% | +27.3% | +22.3% |
| YTD | -15.6% | +3.6% | -19.2% | -17.1% |
| 1Y | -44.2% | +7.5% | -51.7% | -45.9% |
| 3Y | +181.5% | +46.3% | +135.2% | +142.8% |
| 5Y | -66.9% | +30.5% | -97.5% | -70.6% |
| All | +562.3% | +100.3% | +462.0% | +379.0% |
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