+147.8%
XEL vs BEN
+56.6%
+91.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.3% | -3.1% | +2.8% | +0.2% |
| 30D | -3.9% | +0.2% | -4.1% | -4.0% |
| 3M | -2.8% | +6.8% | -9.7% | -4.1% |
| 6M | -5.4% | +38.1% | -43.5% | -10.9% |
| YTD | +3.8% | +44.3% | -40.6% | -3.3% |
| 1Y | +6.8% | +42.6% | -35.7% | -0.4% |
| 3Y | +45.6% | +52.3% | -6.7% | +32.1% |
| 5Y | +30.7% | +37.6% | -7.0% | +18.2% |
| All | +147.8% | +56.6% | +91.2% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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