+20,639.1%
TXN vs XEL
+1,947.0%
+18,692.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +2.7% | +0.9% | +1.8% | +2.4% |
| 30D | -6.7% | -0.9% | -5.8% | -6.5% |
| 3M | -8.9% | -1.4% | -7.5% | -8.8% |
| 6M | +34.7% | -5.8% | +40.5% | +36.7% |
| YTD | +53.3% | +4.7% | +48.6% | +50.9% |
| 1Y | +45.0% | +9.1% | +36.0% | +40.9% |
| 3Y | +73.1% | +47.8% | +25.3% | +52.1% |
| 5Y | +59.9% | +29.0% | +30.9% | +45.2% |
| 10Y | +415.7% | +154.0% | +261.7% | +285.8% |
| All | +20,639.1% | +1,947.0% | +18,692.1% | +6,974.7% |
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