+251.0%
SPOT vs XEL
+117.3%
+133.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | -6.5% | +0.9% | -7.4% | -6.6% |
| 30D | +2.2% | -0.9% | +3.1% | +2.3% |
| 3M | +5.4% | -1.4% | +6.8% | +5.5% |
| 6M | -4.0% | -5.8% | +1.8% | -3.5% |
| YTD | -9.9% | +4.7% | -14.6% | -10.7% |
| 1Y | -27.3% | +9.1% | -36.3% | -28.3% |
| 3Y | +236.4% | +47.8% | +188.6% | +217.6% |
| 5Y | +112.6% | +29.0% | +83.6% | +104.6% |
| All | +251.0% | +117.3% | +133.7% | +247.6% |
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 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