+8,026.5%
USB vs XEL
+2,076.7%
+5,949.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | -1.5% | +1.7% | -3.2% | -2.0% |
| 30D | +4.3% | +10.5% | -6.2% | +1.0% |
| 3M | -6.1% | +4.9% | -11.0% | -7.6% |
| 6M | +9.4% | +0.2% | +9.2% | +9.1% |
| YTD | +15.2% | +11.3% | +3.8% | +10.7% |
| 1Y | +32.8% | +2.1% | +30.7% | +31.0% |
| 3Y | +91.3% | +45.7% | +45.6% | +66.4% |
| 5Y | +22.7% | +47.9% | -25.3% | +5.3% |
| 10Y | +97.0% | +170.7% | -73.6% | +39.2% |
| All | +8,026.5% | +2,076.7% | +5,949.9% | +2,847.3% |
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 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