+187.7%
XEL vs AMC
-98.8%
+286.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.5% |
| 7D | +1.4% | +8.4% | -7.0% | +1.4% |
| 30D | +9.2% | +9.2% | 0.0% | +9.2% |
| 3M | +4.5% | +32.0% | -27.5% | +4.5% |
| 6M | +3.6% | +149.3% | -145.7% | +3.5% |
| YTD | +12.9% | +114.1% | -101.2% | +12.8% |
| 1Y | +4.1% | +35.8% | -31.7% | +4.1% |
| 3Y | +52.3% | -58.3% | +110.6% | +52.3% |
| 5Y | +51.6% | -99.2% | +150.8% | +51.2% |
| All | +187.7% | -98.8% | +286.4% | +172.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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