+790.3%
VLO vs XEL
+187.7%
+602.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +9.6% | +2.4% | +7.2% | +8.9% |
| 30D | -17.4% | +8.3% | -25.7% | -19.3% |
| 3M | +10.8% | +4.2% | +6.6% | +9.3% |
| 6M | +56.9% | +3.7% | +53.2% | +54.6% |
| YTD | +136.8% | +13.1% | +123.7% | +126.2% |
| 1Y | +120.7% | +5.0% | +115.7% | +115.7% |
| 3Y | +231.9% | +55.0% | +177.0% | +180.3% |
| 5Y | +479.0% | +51.8% | +427.2% | +383.4% |
| All | +790.3% | +187.7% | +602.7% | +555.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling