+18,229.0%
WDC vs XEL
+1,965.5%
+16,263.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.8% |
| 7D | +6.0% | +1.3% | +4.7% | +5.7% |
| 30D | +9.9% | -1.5% | +11.5% | +10.2% |
| 3M | -9.4% | -0.2% | -9.2% | -9.6% |
| 6M | +94.7% | -5.4% | +100.2% | +96.1% |
| YTD | +177.4% | +5.6% | +171.7% | +173.1% |
| 1Y | +412.6% | +10.5% | +402.1% | +399.3% |
| 3Y | +1,359.8% | +49.2% | +1,310.6% | +1,220.6% |
| 5Y | +992.6% | +30.1% | +962.5% | +912.4% |
| 10Y | +1,245.5% | +146.7% | +1,098.8% | +1,009.6% |
| All | +18,229.0% | +1,965.5% | +16,263.5% | +9,300.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling