+8,900.5%
WMT vs XEL
+1,947.0%
+6,953.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -0.2% | +0.9% | -1.1% | -0.5% |
| 30D | -5.8% | -0.9% | -5.0% | -5.6% |
| 3M | -10.8% | -1.4% | -9.3% | -10.5% |
| 6M | -14.3% | -5.8% | -8.5% | -13.2% |
| YTD | -4.4% | +4.7% | -9.1% | -5.7% |
| 1Y | +4.3% | +9.1% | -4.7% | +1.8% |
| 3Y | +100.1% | +47.8% | +52.2% | +78.9% |
| 5Y | +130.8% | +29.0% | +101.8% | +112.4% |
| 10Y | +433.7% | +154.0% | +279.7% | +312.6% |
| All | +8,900.5% | +1,947.0% | +6,953.6% | +2,887.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling