+16,011.1%
STX vs XEL
+1,744.2%
+14,266.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.2% | +6.7% |
| 7D | +2.4% | -1.0% | +3.3% | +2.7% |
| 30D | +1.4% | -1.9% | +3.3% | +2.1% |
| 3M | -8.2% | -1.9% | -6.3% | -8.2% |
| 6M | +127.0% | -7.4% | +134.5% | +132.4% |
| YTD | +209.1% | +4.1% | +205.1% | +199.7% |
| 1Y | +365.4% | +8.0% | +357.4% | +341.2% |
| 3Y | +1,135.4% | +48.4% | +1,087.0% | +880.3% |
| 5Y | +991.5% | +27.2% | +964.3% | +817.3% |
| 10Y | +3,695.8% | +146.8% | +3,549.0% | +1,994.1% |
| All | +16,011.1% | +1,744.2% | +14,266.9% | +2,958.7% |
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