+325.3%
STX vs XEL
+7.7%
+317.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | -2.3% | -0.3% | -2.0% | -2.3% |
| 30D | -5.5% | -3.9% | -1.5% | -6.5% |
| 3M | -4.3% | -2.8% | -1.5% | -5.3% |
| 6M | +115.6% | -5.4% | +121.0% | +112.3% |
| YTD | +202.2% | +3.8% | +198.4% | +203.5% |
| 1Y | +325.3% | +6.8% | +318.5% | +346.9% |
| All | +325.3% | +7.7% | +317.6% | +346.9% |
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