+1.7%
XEL vs GNRC
+17.5%
-15.8%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -9.5% | +11.7% | +2.4% |
| 7D | +4.3% | -6.0% | +10.3% | +4.4% |
| 30D | +12.6% | -12.0% | +24.6% | +12.9% |
| 3M | +4.4% | -13.4% | +17.8% | +4.3% |
| 6M | +0.7% | -26.4% | +27.1% | +0.8% |
| YTD | +11.5% | +38.8% | -27.3% | +11.5% |
| 1Y | +1.7% | +20.9% | -19.2% | +1.0% |
| All | +1.7% | +17.5% | -15.8% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling