+67.7%
V vs XEL
+29.4%
+38.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -2.9% | +0.9% | -3.8% | -3.1% |
| 30D | +1.9% | -0.9% | +2.8% | +2.0% |
| 3M | +13.2% | -1.4% | +14.7% | +13.5% |
| 6M | +16.7% | -5.8% | +22.5% | +18.1% |
| YTD | +5.4% | +4.7% | +0.7% | +3.4% |
| 1Y | +7.7% | +9.1% | -1.4% | +4.3% |
| 3Y | +52.0% | +47.8% | +4.1% | +35.6% |
| 5Y | +67.7% | +29.0% | +38.7% | +58.4% |
| All | +67.7% | +29.4% | +38.3% | +58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling