+37,066.6%
VLO vs XEL
+1,965.5%
+35,101.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.7% | +2.8% |
| 7D | +5.8% | +1.3% | +4.5% | +5.3% |
| 30D | +28.3% | -1.5% | +29.9% | +28.9% |
| 3M | +48.7% | -0.2% | +48.9% | +48.5% |
| 6M | +71.9% | -5.4% | +77.3% | +74.0% |
| YTD | +138.7% | +5.6% | +133.0% | +132.9% |
| 1Y | +148.5% | +10.5% | +138.0% | +138.5% |
| 3Y | +192.7% | +49.2% | +143.5% | +150.7% |
| 5Y | +601.6% | +30.1% | +571.5% | +521.1% |
| 10Y | +900.2% | +146.7% | +753.5% | +607.3% |
| All | +37,066.6% | +1,965.5% | +35,101.1% | +14,291.1% |
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