+8,902.0%
SWKS vs XEL
+2,057.7%
+6,844.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.5% |
| 7D | -6.2% | -0.2% | -6.0% | -6.1% |
| 30D | -1.5% | +10.0% | -11.5% | -4.6% |
| 3M | +23.0% | +4.3% | +18.6% | +21.1% |
| 6M | +27.6% | +0.5% | +27.1% | +27.0% |
| YTD | +32.3% | +10.4% | +21.9% | +27.7% |
| 1Y | +20.1% | +2.0% | +18.1% | +18.8% |
| 3Y | +0.6% | +45.6% | -44.9% | -12.6% |
| 5Y | -42.3% | +46.6% | -89.0% | -50.5% |
| 10Y | +35.9% | +168.3% | -132.4% | -4.2% |
| All | +8,902.0% | +2,057.7% | +6,844.3% | +3,628.3% |
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 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