+64.3%
TWLO vs XEL
+1.7%
+62.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | +1.3% |
| 7D | -15.9% | +4.3% | -20.2% | -13.4% |
| 30D | -29.0% | +12.6% | -41.7% | -23.9% |
| 3M | +10.0% | +4.4% | +5.7% | +14.2% |
| 6M | +12.6% | +0.7% | +11.8% | +15.9% |
| YTD | +50.1% | +11.5% | +38.6% | +63.9% |
| 1Y | +64.3% | +1.7% | +62.5% | +85.4% |
| All | +64.3% | +1.7% | +62.5% | +85.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling