+147.8%
XEL vs APTV
-16.1%
+163.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -0.3% | -5.0% | +4.7% | +0.1% |
| 30D | -3.9% | -6.1% | +2.1% | -3.5% |
| 3M | -2.8% | -33.0% | +30.2% | 0.0% |
| 6M | -5.4% | -35.2% | +29.8% | -2.7% |
| YTD | +3.8% | -40.1% | +43.9% | +7.2% |
| 1Y | +6.8% | -45.6% | +52.4% | +11.1% |
| 3Y | +45.6% | -54.4% | +99.9% | +52.4% |
| 5Y | +30.7% | -68.9% | +99.6% | +39.5% |
| All | +147.8% | -16.1% | +163.9% | +131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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