+193.8%
VLO vs XEL
+47.8%
+146.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | +6.2% | +0.9% | +5.3% | +6.2% |
| 30D | +23.5% | -0.9% | +24.4% | +23.5% |
| 3M | +53.9% | -1.4% | +55.3% | +53.8% |
| 6M | +81.7% | -5.8% | +87.5% | +82.2% |
| YTD | +142.5% | +4.7% | +137.8% | +140.0% |
| 1Y | +145.4% | +9.1% | +136.4% | +141.5% |
| All | +193.8% | +47.8% | +146.0% | +178.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling