+36,773.5%
VLO vs XEL
+2,110.3%
+34,663.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +9.6% | +2.4% | +7.2% | +8.8% |
| 30D | -17.4% | +8.3% | -25.7% | -19.5% |
| 3M | +10.8% | +4.2% | +6.6% | +9.2% |
| 6M | +56.9% | +3.7% | +53.2% | +54.4% |
| YTD | +136.8% | +13.1% | +123.7% | +125.9% |
| 1Y | +120.7% | +5.0% | +115.7% | +115.5% |
| 3Y | +231.9% | +55.0% | +177.0% | +181.1% |
| 5Y | +479.0% | +51.8% | +427.2% | +387.5% |
| 10Y | +792.2% | +185.6% | +606.6% | +502.7% |
| All | +36,773.5% | +2,110.3% | +34,663.2% | +13,859.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling