+143.9%
XEL vs DECK
+718.3%
-574.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -0.9% |
| 7D | -1.0% | -2.2% | +1.3% | -0.8% |
| 30D | -1.9% | -13.6% | +11.7% | -1.2% |
| 3M | -1.9% | -21.2% | +19.3% | -0.7% |
| 6M | -7.4% | -21.1% | +13.6% | -6.4% |
| YTD | +4.1% | -17.2% | +21.3% | +4.8% |
| 1Y | +8.0% | -30.7% | +38.8% | +9.7% |
| 3Y | +48.4% | -3.4% | +51.8% | +43.4% |
| 5Y | +27.2% | +25.5% | +1.7% | +19.0% |
| All | +143.9% | +718.3% | -574.3% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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