+2,533.2%
SHEL vs XEL
+1,947.0%
+586.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | +3.0% | +0.9% | +2.1% | +2.7% |
| 30D | +7.2% | -0.9% | +8.1% | +7.5% |
| 3M | +12.9% | -1.4% | +14.3% | +13.2% |
| 6M | +13.7% | -5.8% | +19.5% | +15.3% |
| YTD | +33.7% | +4.7% | +29.0% | +31.3% |
| 1Y | +37.9% | +9.1% | +28.8% | +33.5% |
| 3Y | +70.2% | +47.8% | +22.4% | +48.6% |
| 5Y | +192.3% | +29.0% | +163.3% | +162.9% |
| 10Y | +207.3% | +154.0% | +53.3% | +121.4% |
| All | +2,533.2% | +1,947.0% | +586.3% | +934.6% |
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