+21.4%
VZ vs XEL
+49.9%
-28.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | +2.2% | +1.1% | +1.2% | +1.8% |
| 30D | +10.6% | +8.7% | +1.9% | +7.1% |
| 3M | -0.6% | +3.5% | -4.1% | -2.0% |
| 6M | +0.7% | +2.6% | -1.8% | -0.4% |
| YTD | +20.6% | +11.1% | +9.6% | +15.5% |
| 1Y | +22.7% | +2.2% | +20.6% | +21.3% |
| 3Y | +57.2% | +51.1% | +6.1% | +32.3% |
| 5Y | +21.4% | +48.0% | -26.6% | +3.2% |
| All | +21.4% | +49.9% | -28.5% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling