+1,476.9%
XEL vs DAR
+1,499.7%
-22.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.1% |
| 7D | +2.4% | +11.6% | -9.1% | +2.1% |
| 30D | +8.3% | -10.2% | +18.5% | +8.6% |
| 3M | +4.2% | -14.8% | +19.0% | +4.6% |
| 6M | +3.7% | -10.1% | +13.8% | +4.0% |
| YTD | +13.1% | +55.5% | -42.5% | +11.3% |
| 1Y | +5.0% | +61.7% | -56.7% | +3.3% |
| 3Y | +55.0% | +37.2% | +17.8% | +52.4% |
| 5Y | +51.8% | -26.9% | +78.7% | +51.5% |
| 10Y | +185.6% | +314.4% | -128.8% | +169.8% |
| All | +1,476.9% | +1,499.7% | -22.9% | +1,338.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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