+165.5%
XEL vs DECK
+885.7%
-720.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | -0.1% |
| 7D | +1.7% | +6.0% | -4.3% | +1.4% |
| 30D | +10.5% | +7.4% | +3.1% | +10.0% |
| 3M | +4.9% | -11.7% | +16.6% | +5.6% |
| 6M | +0.2% | -11.0% | +11.2% | +0.7% |
| YTD | +11.3% | -15.4% | +26.7% | +11.9% |
| 1Y | +2.1% | +7.2% | -5.2% | +1.3% |
| 3Y | +45.7% | -11.8% | +57.5% | +42.1% |
| 5Y | +47.9% | +24.3% | +23.6% | +38.8% |
| All | +165.5% | +885.7% | -720.2% | +129.7% |
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