+2,062.5%
XEL vs GEN
+8,765.9%
-6,703.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | 0.0% |
| 7D | +2.4% | +2.0% | +0.4% | +2.3% |
| 30D | +8.3% | +27.7% | -19.4% | +6.9% |
| 3M | +4.2% | +3.3% | +0.9% | +3.8% |
| 6M | +3.7% | +31.8% | -28.1% | +2.0% |
| YTD | +13.1% | +13.5% | -0.4% | +11.8% |
| 1Y | +5.0% | +16.0% | -11.0% | +3.7% |
| 3Y | +55.0% | +70.6% | -15.6% | +49.6% |
| 5Y | +51.8% | +32.1% | +19.7% | +47.8% |
| 10Y | +185.6% | +153.4% | +32.2% | +166.3% |
| All | +2,062.5% | +8,765.9% | -6,703.4% | +1,571.3% |
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 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