+22,131.9%
TSLA vs XEL
+527.6%
+21,604.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.8% | -5.1% | -5.7% |
| 7D | +1.5% | -1.0% | +2.5% | +1.8% |
| 30D | +10.1% | -1.9% | +12.0% | +10.6% |
| 3M | -15.4% | -1.9% | -13.5% | -15.3% |
| 6M | -12.8% | -7.4% | -5.3% | -11.3% |
| YTD | -21.3% | +4.1% | -25.3% | -22.9% |
| 1Y | +4.6% | +8.0% | -3.5% | +1.1% |
| 3Y | +44.5% | +48.4% | -3.9% | +24.8% |
| 5Y | +44.8% | +27.2% | +17.6% | +30.2% |
| 10Y | +2,585.4% | +146.8% | +2,438.6% | +1,832.5% |
| All | +22,131.9% | +527.6% | +21,604.3% | +10,063.9% |
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 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