+121.7%
TWLO vs XEL
+7.7%
+114.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.8% | -1.6% |
| 7D | -2.4% | -0.3% | -2.1% | -2.5% |
| 30D | -7.8% | -3.9% | -3.9% | -9.2% |
| 3M | +10.0% | -2.8% | +12.8% | +9.0% |
| 6M | +79.5% | -5.4% | +84.9% | +75.9% |
| YTD | +59.8% | +3.8% | +56.1% | +62.3% |
| 1Y | +121.7% | +6.8% | +114.8% | +126.3% |
| All | +121.7% | +7.7% | +114.0% | +126.3% |
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 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