-14.2%
SLB vs XEL
+185.3%
-199.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +1.9% |
| 7D | -1.2% | +0.7% | -1.9% | -1.3% |
| 30D | +4.5% | +9.3% | -4.9% | +2.6% |
| 3M | -4.6% | +5.3% | -9.8% | -5.7% |
| 6M | -6.3% | +2.2% | -8.5% | -6.9% |
| YTD | +35.0% | +12.3% | +22.6% | +31.3% |
| 1Y | +38.8% | +3.0% | +35.8% | +37.5% |
| 3Y | +3.3% | +51.6% | -48.3% | -6.2% |
| 5Y | +73.6% | +50.0% | +23.6% | +56.8% |
| 10Y | -14.2% | +183.8% | -198.0% | -18.5% |
| All | -14.2% | +185.3% | -199.5% | -18.5% |
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