+120.6%
VLO vs XEL
+1.7%
+118.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.2% | -8.0% | -5.6% |
| 7D | -6.0% | +4.3% | -10.3% | -5.6% |
| 30D | -12.9% | +12.6% | -25.5% | -12.2% |
| 3M | +18.3% | +4.4% | +14.0% | +18.6% |
| 6M | +46.4% | +0.7% | +45.7% | +46.5% |
| YTD | +127.7% | +11.5% | +116.2% | +123.0% |
| 1Y | +120.6% | +1.7% | +118.9% | +118.9% |
| All | +120.6% | +1.7% | +118.9% | +118.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling