+29.0%
XEL vs APA
+177.1%
-148.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.9% | -1.0% |
| 7D | +0.9% | +0.3% | +0.6% | +0.9% |
| 30D | -0.9% | +9.3% | -10.2% | -1.2% |
| 3M | -1.4% | +23.3% | -24.8% | -2.2% |
| 6M | -5.8% | +39.5% | -45.3% | -7.2% |
| YTD | +4.7% | +87.6% | -82.9% | +1.8% |
| 1Y | +9.1% | +114.2% | -105.2% | +5.4% |
| 3Y | +47.8% | +13.6% | +34.3% | +45.0% |
| 5Y | +29.0% | +175.6% | -146.6% | +27.0% |
| All | +29.0% | +177.1% | -148.0% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 5y: compounded portfolio wealth divided by compounded APA 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…
5y analysis · Full analysis span regression · 6 months rolling