+374.9%
V vs XEL
+151.3%
+223.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | -3.0% | -1.2% | -1.8% | -2.6% |
| 30D | +1.2% | -2.9% | +4.1% | +2.3% |
| 3M | +13.9% | -2.7% | +16.6% | +14.9% |
| 6M | +17.2% | -6.5% | +23.8% | +19.6% |
| YTD | +5.3% | +3.6% | +1.7% | +2.9% |
| 1Y | +9.5% | +7.5% | +2.0% | +5.1% |
| 3Y | +51.9% | +46.3% | +5.6% | +26.6% |
| 5Y | +69.6% | +30.5% | +39.0% | +46.3% |
| All | +374.9% | +151.3% | +223.7% | +251.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling