+1,286.9%
XEL vs DRI
+8,063.5%
-6,776.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.2% | +0.1% |
| 7D | +2.4% | +1.1% | +1.4% | +2.3% |
| 30D | +8.3% | +9.7% | -1.4% | +6.8% |
| 3M | +4.2% | +3.2% | +1.0% | +3.5% |
| 6M | +3.7% | +20.6% | -16.8% | +0.6% |
| YTD | +13.1% | +28.3% | -15.2% | +8.4% |
| 1Y | +5.0% | +34.5% | -29.5% | -0.1% |
| 3Y | +55.0% | +66.5% | -11.6% | +41.6% |
| 5Y | +51.8% | +79.6% | -27.8% | +35.8% |
| 10Y | +185.6% | +333.8% | -148.2% | +110.7% |
| All | +1,286.9% | +8,063.5% | -6,776.5% | +571.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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