+48.1%
TSLA vs XEL
+27.8%
+20.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -1.0% |
| 7D | -3.4% | -1.2% | -2.2% | -3.2% |
| 30D | +9.2% | -2.9% | +12.1% | +9.8% |
| 3M | -4.7% | -2.7% | -2.0% | -4.6% |
| 6M | -8.9% | -6.5% | -2.4% | -8.1% |
| YTD | -19.2% | +3.6% | -22.8% | -20.5% |
| 1Y | +4.5% | +7.5% | -3.0% | +1.8% |
| 3Y | +46.3% | +46.3% | 0.0% | +32.9% |
| 5Y | +48.1% | +30.5% | +17.6% | +43.9% |
| All | +48.1% | +27.8% | +20.4% | +43.9% |
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