+958.5%
SLB vs XEL
+1,934.3%
-975.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | +0.8% | -1.0% | +1.8% | +1.1% |
| 30D | +15.8% | -1.9% | +17.7% | +16.3% |
| 3M | -0.3% | -1.9% | +1.6% | 0.0% |
| 6M | +21.3% | -7.4% | +28.8% | +23.7% |
| YTD | +52.3% | +4.1% | +48.2% | +50.0% |
| 1Y | +63.6% | +8.0% | +55.6% | +59.0% |
| 3Y | +3.8% | +48.4% | -44.6% | -9.2% |
| 5Y | +128.6% | +27.2% | +101.4% | +106.8% |
| 10Y | -3.1% | +146.8% | -149.9% | -30.5% |
| All | +958.5% | +1,934.3% | -975.8% | +295.4% |
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