+102.4%
STX vs XEL
+4.2%
+98.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.0% |
| 7D | +14.6% | +2.4% | +12.2% | +15.6% |
| 30D | -26.0% | +8.3% | -34.3% | -23.5% |
| 3M | -42.6% | +4.2% | -46.8% | -40.8% |
| 6M | -35.3% | +3.7% | -39.0% | -33.2% |
| YTD | +92.5% | +13.1% | +79.4% | +96.0% |
| 1Y | +102.4% | +5.0% | +97.4% | +108.2% |
| All | +102.4% | +4.2% | +98.1% | +108.2% |
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 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