+3,341.8%
V vs XEL
+678.8%
+2,663.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | +0.9% | +2.4% | -1.5% | -0.2% |
| 30D | +9.0% | +8.3% | +0.7% | +5.0% |
| 3M | +16.7% | +4.2% | +12.6% | +14.3% |
| 6M | +33.4% | +3.7% | +29.7% | +30.6% |
| YTD | +22.4% | +13.1% | +9.3% | +14.0% |
| 1Y | +27.7% | +5.0% | +22.7% | +23.2% |
| 3Y | +78.0% | +55.0% | +23.0% | +38.6% |
| 5Y | +108.5% | +51.8% | +56.7% | +60.2% |
| 10Y | +459.0% | +185.6% | +273.4% | +187.7% |
| All | +3,341.8% | +678.8% | +2,663.0% | +653.0% |
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