+144.1%
WMB vs XEL
+47.7%
+96.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | +0.6% | -1.0% | +1.5% | +0.9% |
| 30D | +3.3% | -1.9% | +5.2% | +3.9% |
| 3M | +3.1% | -1.9% | +5.0% | +3.7% |
| 6M | -0.7% | -7.4% | +6.7% | +1.6% |
| YTD | +25.2% | +4.1% | +21.1% | +23.7% |
| 1Y | +32.9% | +8.0% | +24.8% | +29.8% |
| All | +144.1% | +47.7% | +96.4% | +124.1% |
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