+589.4%
SE vs XEL
+101.1%
+488.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | -6.1% | -1.0% | -5.1% | -5.9% |
| 30D | -2.5% | -1.9% | -0.5% | -2.0% |
| 3M | +21.7% | -1.9% | +23.6% | +22.0% |
| 6M | +27.0% | -7.4% | +34.4% | +29.0% |
| YTD | -12.1% | +4.1% | -16.2% | -13.8% |
| 1Y | -40.9% | +8.0% | -49.0% | -42.8% |
| 3Y | +191.0% | +48.4% | +142.6% | +149.8% |
| 5Y | -68.3% | +27.2% | -95.5% | -71.5% |
| All | +589.4% | +101.1% | +488.2% | +398.0% |
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 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