+163.2%
XEL vs DOC
+15.7%
+147.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.1% |
| 7D | -0.2% | +6.5% | -6.7% | -2.5% |
| 30D | +10.0% | +9.2% | +0.8% | +6.5% |
| 3M | +4.3% | -2.5% | +6.8% | +5.1% |
| 6M | +0.5% | +7.1% | -6.6% | -2.4% |
| YTD | +10.4% | +33.0% | -22.6% | -2.3% |
| 1Y | +2.0% | +23.3% | -21.3% | -7.1% |
| 3Y | +45.6% | +44.9% | +0.6% | +21.7% |
| 5Y | +46.6% | -21.6% | +68.3% | +55.3% |
| All | +163.2% | +15.7% | +147.5% | +125.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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