+41.8%
TGT vs XEL
+46.5%
-4.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | -0.1% | 0.0% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +1.2% | -3.9% | +5.1% | +1.7% |
| 3M | +18.4% | -2.8% | +21.2% | +18.8% |
| 6M | +33.4% | -5.4% | +38.8% | +34.4% |
| YTD | +63.8% | +3.8% | +60.1% | +62.9% |
| 1Y | +77.2% | +6.8% | +70.3% | +75.5% |
| 3Y | +41.8% | +45.6% | -3.8% | +36.3% |
| All | +41.8% | +46.5% | -4.7% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling