+1,188.5%
WDC vs XEL
+151.6%
+1,037.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -4.3% | -0.3% | -4.0% | -4.2% |
| 30D | -1.5% | -3.9% | +2.5% | -0.4% |
| 3M | -15.5% | -2.8% | -12.7% | -15.2% |
| 6M | +66.5% | -5.4% | +71.8% | +68.1% |
| YTD | +159.9% | +3.8% | +156.1% | +154.8% |
| 1Y | +366.0% | +6.8% | +359.1% | +350.9% |
| 3Y | +1,285.8% | +45.6% | +1,240.2% | +1,082.1% |
| 5Y | +925.6% | +30.7% | +894.9% | +801.5% |
| All | +1,188.5% | +151.6% | +1,037.0% | +896.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling