+4.1%
XEL vs DECK
-0.5%
+4.6%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +4.8% | +0.7% |
| 7D | +1.4% | -3.7% | +5.1% | +1.6% |
| 30D | +9.2% | +0.6% | +8.6% | +9.1% |
| 3M | +4.5% | -7.3% | +11.8% | +4.7% |
| 6M | +3.6% | -10.9% | +14.5% | +4.1% |
| YTD | +12.9% | -18.5% | +31.4% | +13.7% |
| 1Y | +4.1% | +0.2% | +3.9% | +7.6% |
| All | +4.1% | -0.5% | +4.6% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling