+103.8%
V vs XEL
+47.4%
+56.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | +0.8% | +1.7% | -0.9% | +0.4% |
| 30D | +9.9% | +8.6% | +1.4% | +7.9% |
| 3M | +17.5% | +5.1% | +12.4% | +16.1% |
| 6M | +33.5% | +2.5% | +31.0% | +32.5% |
| YTD | +21.6% | +11.0% | +10.6% | +17.7% |
| 1Y | +27.6% | +2.7% | +24.8% | +26.2% |
| 3Y | +76.4% | +49.7% | +26.7% | +57.7% |
| 5Y | +103.8% | +46.1% | +57.7% | +89.5% |
| All | +103.8% | +47.4% | +56.4% | +89.5% |
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