+188.0%
XEL vs GEN
+152.9%
+35.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.1% |
| 7D | +2.4% | +2.0% | +0.4% | +2.2% |
| 30D | +8.3% | +27.7% | -19.4% | +5.8% |
| 3M | +4.2% | +3.3% | +0.9% | +3.5% |
| 6M | +3.7% | +31.8% | -28.1% | +0.5% |
| YTD | +13.1% | +13.5% | -0.4% | +11.1% |
| 1Y | +5.0% | +16.0% | -11.0% | +2.9% |
| 3Y | +55.0% | +70.6% | -15.6% | +45.2% |
| 5Y | +51.8% | +32.1% | +19.7% | +44.5% |
| All | +188.0% | +152.9% | +35.1% | +160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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