+688.1%
XEL vs BUD
+217.8%
+470.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | +2.4% | +1.0% | +1.4% | +2.2% |
| 30D | +8.3% | +6.7% | +1.6% | +6.7% |
| 3M | +4.2% | +5.7% | -1.5% | +2.7% |
| 6M | +3.7% | +5.8% | -2.1% | +2.2% |
| YTD | +13.1% | +34.4% | -21.3% | +5.5% |
| 1Y | +5.0% | +33.3% | -28.3% | -1.9% |
| 3Y | +55.0% | +48.8% | +6.1% | +39.9% |
| 5Y | +51.8% | +52.5% | -0.7% | +34.7% |
| 10Y | +185.6% | -4.0% | +189.6% | +168.3% |
| All | +688.1% | +217.8% | +470.3% | +427.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling