+41.6%
TXN vs XEL
+7.2%
+34.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | -0.1% | -1.0% | +0.9% | +0.1% |
| 30D | -6.9% | -1.9% | -5.0% | -6.5% |
| 3M | -14.9% | -1.9% | -13.0% | -15.4% |
| 6M | +29.0% | -7.4% | +36.4% | +29.8% |
| YTD | +51.5% | +4.1% | +47.4% | +49.8% |
| 1Y | +41.6% | +8.0% | +33.5% | +35.8% |
| All | +41.6% | +7.2% | +34.4% | +35.8% |
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