+504.0%
STX vs XEL
+48.1%
+455.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.2% | +8.8% | +9.9% |
| 7D | -1.0% | +0.7% | -1.7% | -1.0% |
| 30D | -26.8% | +9.3% | -36.1% | -27.3% |
| 3M | -32.7% | +5.3% | -38.0% | -32.9% |
| 6M | -33.7% | +2.2% | -35.9% | -33.9% |
| YTD | +101.0% | +12.3% | +88.6% | +97.2% |
| 1Y | +92.7% | +3.0% | +89.7% | +91.9% |
| 3Y | +708.7% | +51.6% | +657.1% | +644.0% |
| 5Y | +504.0% | +50.0% | +454.0% | +448.3% |
| All | +504.0% | +48.1% | +455.9% | +448.3% |
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