+66.7%
SNXX vs XEL
+9.0%
+57.7%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +2.2% | -18.0% | -12.3% |
| 7D | -47.8% | +4.3% | -52.1% | -43.6% |
| 30D | -66.0% | +12.6% | -78.6% | -59.5% |
| 3M | -57.5% | +4.4% | -61.9% | -53.2% |
| 6M | -66.7% | +0.7% | -67.5% | -62.8% |
| All | +66.7% | +9.0% | +57.7% | +113.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling