+146.7%
XEL vs AMC
-98.9%
+245.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +1.5% |
| 7D | +1.3% | -0.8% | +2.1% | +1.3% |
| 30D | -1.5% | -1.2% | -0.4% | -1.5% |
| 3M | -0.2% | +42.2% | -42.4% | -0.2% |
| 6M | -5.4% | +118.8% | -124.2% | -5.5% |
| YTD | +5.6% | +64.1% | -58.5% | +5.6% |
| 1Y | +10.5% | -9.5% | +20.0% | +10.5% |
| 3Y | +49.2% | -64.3% | +113.5% | +49.2% |
| 5Y | +30.1% | -99.5% | +129.6% | +29.7% |
| 10Y | +146.7% | -98.9% | +245.6% | +130.7% |
| All | +146.7% | -98.9% | +245.6% | +130.7% |
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