+22.0%
VZ vs XEL
+9.9%
+12.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.0% |
| 7D | -1.0% | +0.9% | -1.9% | -1.2% |
| 30D | +5.8% | -0.9% | +6.6% | +6.0% |
| 3M | +10.5% | -1.4% | +11.9% | +11.3% |
| 6M | +1.8% | -5.8% | +7.6% | +3.3% |
| YTD | +28.3% | +4.7% | +23.6% | +29.0% |
| 1Y | +22.0% | +9.1% | +12.9% | +22.6% |
| All | +22.0% | +9.9% | +12.1% | +22.6% |
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