+1,920.9%
XEL vs HSY
+4,405.8%
-2,484.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | +1.3% | -1.6% | +2.9% | +1.8% |
| 30D | -1.5% | -4.2% | +2.7% | -0.3% |
| 3M | -0.2% | -0.7% | +0.5% | -0.2% |
| 6M | -5.4% | -21.8% | +16.3% | +1.4% |
| YTD | +5.6% | -2.7% | +8.3% | +5.6% |
| 1Y | +10.5% | -4.8% | +15.3% | +10.9% |
| 3Y | +49.2% | -9.4% | +58.6% | +49.7% |
| 5Y | +30.1% | +11.3% | +18.8% | +22.4% |
| 10Y | +146.7% | +125.0% | +21.7% | +90.7% |
| All | +1,920.9% | +4,405.8% | -2,484.9% | +690.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HSY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling