+147.8%
XEL vs BUD
-22.3%
+170.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | -0.3% | -2.6% | +2.3% | +0.2% |
| 30D | -3.9% | -1.2% | -2.7% | -3.7% |
| 3M | -2.8% | -4.9% | +2.1% | -1.9% |
| 6M | -5.4% | +9.3% | -14.7% | -7.3% |
| YTD | +3.8% | +24.0% | -20.2% | -0.8% |
| 1Y | +6.8% | +34.5% | -27.7% | +0.3% |
| 3Y | +45.6% | +43.7% | +1.9% | +33.8% |
| 5Y | +30.7% | +46.0% | -15.3% | +18.2% |
| All | +147.8% | -22.3% | +170.1% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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