+3,319.5%
V vs XEL
+664.6%
+2,654.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | +0.8% | +1.7% | -0.9% | 0.0% |
| 30D | +9.9% | +8.6% | +1.4% | +5.8% |
| 3M | +17.5% | +5.1% | +12.4% | +14.6% |
| 6M | +33.5% | +2.5% | +31.0% | +31.3% |
| YTD | +21.6% | +11.0% | +10.6% | +14.2% |
| 1Y | +27.6% | +2.7% | +24.8% | +24.3% |
| 3Y | +76.4% | +49.7% | +26.7% | +39.8% |
| 5Y | +103.8% | +46.1% | +57.7% | +59.7% |
| 10Y | +455.5% | +181.5% | +273.9% | +187.6% |
| All | +3,319.5% | +664.6% | +2,654.9% | +654.6% |
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