+121.3%
WMB vs XEL
+53.0%
+68.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +7.8% | +2.4% | +5.4% | +7.0% |
| 30D | -5.1% | +8.3% | -13.4% | -7.5% |
| 3M | -4.7% | +4.2% | -8.9% | -6.0% |
| 6M | -7.4% | +3.7% | -11.1% | -8.6% |
| YTD | +17.5% | +13.1% | +4.4% | +13.1% |
| 1Y | +19.5% | +5.0% | +14.5% | +17.3% |
| 3Y | +121.3% | +55.0% | +66.3% | +105.2% |
| All | +121.3% | +53.0% | +68.2% | +105.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling