+10,374.7%
STX vs XEL
+1,891.2%
+8,483.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.2% | +8.8% | +9.5% |
| 7D | -1.0% | +0.7% | -1.7% | -1.2% |
| 30D | -26.8% | +9.3% | -36.1% | -29.7% |
| 3M | -32.7% | +5.3% | -38.0% | -34.5% |
| 6M | -33.7% | +2.2% | -35.9% | -35.2% |
| YTD | +101.0% | +12.3% | +88.6% | +87.9% |
| 1Y | +92.7% | +3.0% | +89.7% | +87.0% |
| 3Y | +708.7% | +51.6% | +657.1% | +537.2% |
| 5Y | +504.0% | +50.0% | +454.0% | +369.0% |
| 10Y | +2,108.4% | +183.8% | +1,924.5% | +1,034.1% |
| All | +10,374.7% | +1,891.2% | +8,483.5% | +1,817.1% |
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