+2,062.5%
XEL vs BN
+15,531.3%
-13,468.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.4% |
| 7D | +2.4% | -1.0% | +3.4% | +2.6% |
| 30D | +8.3% | +14.0% | -5.7% | +5.6% |
| 3M | +4.2% | -9.0% | +13.2% | +5.8% |
| 6M | +3.7% | -8.8% | +12.6% | +5.2% |
| YTD | +13.1% | -10.3% | +23.3% | +14.5% |
| 1Y | +5.0% | -5.8% | +10.8% | +5.3% |
| 3Y | +55.0% | +94.8% | -39.8% | +33.4% |
| 5Y | +51.8% | +31.5% | +20.3% | +38.4% |
| 10Y | +185.6% | +291.9% | -106.3% | +111.0% |
| All | +2,062.5% | +15,531.3% | -13,468.8% | +1,107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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