+924.9%
VLO vs XEL
+151.6%
+773.3%
-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 | +5.3% | -0.3% | +5.6% | +5.4% |
| 30D | +18.2% | -3.9% | +22.2% | +19.5% |
| 3M | +53.3% | -2.8% | +56.1% | +54.3% |
| 6M | +70.4% | -5.4% | +75.8% | +72.3% |
| YTD | +143.4% | +3.8% | +139.6% | +138.8% |
| 1Y | +153.0% | +6.8% | +146.2% | +145.4% |
| 3Y | +195.0% | +45.6% | +149.4% | +154.5% |
| 5Y | +618.8% | +30.7% | +588.1% | +535.3% |
| All | +924.9% | +151.6% | +773.3% | +748.4% |
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