+3,476.8%
STX vs XEL
+151.3%
+3,325.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.6% | -2.4% |
| 7D | +8.0% | -1.2% | +9.2% | +8.3% |
| 30D | +5.1% | -2.9% | +8.0% | +5.9% |
| 3M | +5.8% | -2.7% | +8.5% | +6.1% |
| 6M | +124.9% | -6.5% | +131.5% | +127.6% |
| YTD | +213.9% | +3.6% | +210.3% | +208.1% |
| 1Y | +350.4% | +7.5% | +342.9% | +335.9% |
| 3Y | +1,314.2% | +46.3% | +1,267.9% | +1,123.4% |
| 5Y | +1,092.8% | +30.5% | +1,062.3% | +963.5% |
| All | +3,476.8% | +151.3% | +3,325.5% | +2,680.2% |
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