+1,890.4%
XEL vs BEN
+4,913.3%
-3,022.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.3% | -1.4% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -1.9% | -0.5% | -1.4% | -1.9% |
| 3M | -1.9% | +9.7% | -11.6% | -3.6% |
| 6M | -7.4% | +33.9% | -41.4% | -12.4% |
| YTD | +4.1% | +49.0% | -44.9% | -3.5% |
| 1Y | +8.0% | +42.1% | -34.1% | +0.9% |
| 3Y | +48.4% | +51.9% | -3.5% | +35.0% |
| 5Y | +27.2% | +39.0% | -11.8% | +15.6% |
| 10Y | +146.8% | +57.9% | +88.9% | +108.9% |
| All | +1,890.4% | +4,913.3% | -3,022.9% | +842.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling