+2,023.0%
XEL vs KMB
+1,930.6%
+92.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | +0.3% |
| 7D | +1.7% | +6.0% | -4.3% | -0.1% |
| 30D | +8.6% | +13.5% | -4.9% | +4.4% |
| 3M | +5.1% | +3.8% | +1.3% | +3.7% |
| 6M | +2.5% | +15.6% | -13.1% | -2.4% |
| YTD | +11.0% | +14.0% | -3.0% | +5.9% |
| 1Y | +2.7% | +12.9% | -10.2% | -1.7% |
| 3Y | +49.7% | +3.7% | +46.0% | +45.5% |
| 5Y | +46.1% | -0.1% | +46.2% | +43.2% |
| 10Y | +181.5% | +41.1% | +140.4% | +151.2% |
| All | +2,023.0% | +1,930.6% | +92.4% | +916.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling