+148.3%
VLO vs XEL
+7.9%
+140.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -1.0% |
| 7D | +4.0% | -1.2% | +5.2% | +3.9% |
| 30D | +19.0% | -2.9% | +21.9% | +18.7% |
| 3M | +50.0% | -2.7% | +52.7% | +49.5% |
| 6M | +79.1% | -6.5% | +85.7% | +78.1% |
| YTD | +140.3% | +3.6% | +136.6% | +136.9% |
| 1Y | +148.3% | +7.5% | +140.8% | +147.0% |
| All | +148.3% | +7.9% | +140.4% | +147.0% |
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 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