+2,019.6%
XEL vs DKS
+6,026.4%
-4,006.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | +0.9% | -2.9% | +3.8% | +1.1% |
| 30D | -0.9% | -37.7% | +36.8% | +2.8% |
| 3M | -1.4% | -38.9% | +37.5% | +2.3% |
| 6M | -5.8% | -31.1% | +25.3% | -3.4% |
| YTD | +4.7% | -31.8% | +36.5% | +7.3% |
| 1Y | +9.1% | -38.0% | +47.1% | +12.6% |
| 3Y | +47.8% | +28.6% | +19.2% | +39.4% |
| 5Y | +29.0% | +12.5% | +16.5% | +20.4% |
| 10Y | +154.0% | +198.3% | -44.3% | +99.8% |
| All | +2,019.6% | +6,026.4% | -4,006.9% | +1,447.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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