+142.7%
WFC vs XEL
+151.3%
-8.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.1% |
| 7D | +0.3% | -1.2% | +1.5% | +0.7% |
| 30D | +2.3% | -2.9% | +5.2% | +3.3% |
| 3M | +9.8% | -2.7% | +12.5% | +10.6% |
| 6M | +15.6% | -6.5% | +22.1% | +18.0% |
| YTD | -2.4% | +3.6% | -6.1% | -4.5% |
| 1Y | +13.8% | +7.5% | +6.3% | +9.5% |
| 3Y | +134.6% | +46.3% | +88.3% | +96.0% |
| 5Y | +127.9% | +30.5% | +97.4% | +96.7% |
| All | +142.7% | +151.3% | -8.6% | +120.9% |
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