-16.5%
SOUN vs XEL
+14.8%
-31.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -7.1% | -0.3% | -6.8% | -7.2% |
| 30D | -15.4% | -3.9% | -11.5% | -16.2% |
| 3M | -10.6% | -2.8% | -7.8% | -11.1% |
| 6M | -19.6% | -5.4% | -14.2% | -20.5% |
| YTD | -37.2% | +3.8% | -41.0% | -36.3% |
| 1Y | -57.1% | +6.8% | -63.9% | -56.0% |
| 3Y | +178.2% | +45.6% | +132.6% | +210.5% |
| All | -16.5% | +14.8% | -31.4% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling