+4.1%
XEL vs AMC
+37.4%
-33.3%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.4% |
| 7D | +1.4% | +8.4% | -7.0% | +1.6% |
| 30D | +9.2% | +9.2% | 0.0% | +9.5% |
| 3M | +4.5% | +32.0% | -27.5% | +5.3% |
| 6M | +3.6% | +149.3% | -145.7% | +5.5% |
| YTD | +12.9% | +114.1% | -101.2% | +13.9% |
| 1Y | +4.1% | +35.8% | -31.7% | +8.6% |
| All | +4.1% | +37.4% | -33.3% | +8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling