+2,926.4%
V vs XEL
+616.8%
+2,309.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.6% |
| 7D | -1.7% | -1.0% | -0.8% | -1.3% |
| 30D | +2.0% | -1.9% | +3.9% | +2.8% |
| 3M | +17.4% | -1.9% | +19.3% | +18.2% |
| 6M | +17.5% | -7.4% | +24.9% | +21.1% |
| YTD | +7.6% | +4.1% | +3.5% | +4.3% |
| 1Y | +7.7% | +8.0% | -0.3% | +2.2% |
| 3Y | +54.7% | +48.4% | +6.3% | +22.5% |
| 5Y | +73.0% | +27.2% | +45.8% | +45.5% |
| 10Y | +390.9% | +146.8% | +244.0% | +172.4% |
| All | +2,926.4% | +616.8% | +2,309.6% | +589.2% |
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