+2,049.0%
XEL vs GEN
+8,835.9%
-6,786.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +1.1% |
| 7D | +0.7% | -0.8% | +1.6% | +0.8% |
| 30D | +9.3% | +31.2% | -21.9% | +7.7% |
| 3M | +5.3% | +6.1% | -0.8% | +4.8% |
| 6M | +2.2% | +38.1% | -35.9% | +0.2% |
| YTD | +12.3% | +14.4% | -2.1% | +11.0% |
| 1Y | +3.0% | +15.1% | -12.1% | +1.8% |
| 3Y | +51.6% | +68.5% | -17.0% | +46.4% |
| 5Y | +50.0% | +35.8% | +14.2% | +45.8% |
| 10Y | +183.8% | +155.4% | +28.4% | +164.6% |
| All | +2,049.0% | +8,835.9% | -6,786.9% | +1,560.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling