+990.1%
VZ vs XEL
+1,934.3%
-944.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | +0.1% | -1.0% | +1.0% | +0.4% |
| 30D | +7.9% | -1.9% | +9.8% | +8.5% |
| 3M | +13.6% | -1.9% | +15.6% | +14.3% |
| 6M | +1.1% | -7.4% | +8.5% | +3.4% |
| YTD | +29.3% | +4.1% | +25.2% | +27.5% |
| 1Y | +21.2% | +8.0% | +13.2% | +18.0% |
| 3Y | +75.9% | +48.4% | +27.5% | +54.6% |
| 5Y | +24.1% | +27.2% | -3.2% | +13.5% |
| 10Y | +62.4% | +146.8% | -84.4% | +21.2% |
| All | +990.1% | +1,934.3% | -944.3% | +240.4% |
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