+280.4%
SHW vs XEL
+151.6%
+128.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -10.0% | -3.9% | -6.1% | -8.5% |
| 3M | +2.3% | -2.8% | +5.1% | +3.4% |
| 6M | +0.7% | -5.4% | +6.1% | +2.9% |
| YTD | +0.5% | +3.8% | -3.3% | -1.5% |
| 1Y | -11.5% | +6.8% | -18.3% | -14.7% |
| 3Y | +21.3% | +45.6% | -24.3% | -0.6% |
| 5Y | +12.5% | +30.7% | -18.2% | -3.3% |
| All | +280.4% | +151.6% | +128.8% | +186.6% |
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 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