+147.5%
XEL vs KMB
+15.0%
+132.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -1.2% | -7.7% | +6.5% | +2.5% |
| 30D | -2.9% | -8.2% | +5.3% | +0.9% |
| 3M | -2.7% | -1.9% | -0.8% | -2.3% |
| 6M | -6.5% | -0.7% | -5.9% | -7.0% |
| YTD | +3.6% | +1.4% | +2.3% | +1.8% |
| 1Y | +7.5% | -19.1% | +26.6% | +17.0% |
| 3Y | +46.3% | -12.6% | +58.9% | +50.4% |
| 5Y | +30.5% | -12.7% | +43.2% | +32.8% |
| All | +147.5% | +15.0% | +132.5% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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