+1,902.7%
XEL vs MKC
+3,336.7%
-1,434.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | +0.9% | -4.3% | +5.2% | +2.0% |
| 30D | -0.9% | -3.1% | +2.2% | -0.2% |
| 3M | -1.4% | +6.8% | -8.2% | -3.3% |
| 6M | -5.8% | -18.3% | +12.5% | -1.4% |
| YTD | +4.7% | -23.1% | +27.8% | +11.0% |
| 1Y | +9.1% | -23.7% | +32.7% | +15.6% |
| 3Y | +47.8% | -31.0% | +78.9% | +59.5% |
| 5Y | +29.0% | -33.5% | +62.5% | +39.6% |
| 10Y | +154.0% | +30.3% | +123.7% | +135.1% |
| All | +1,902.7% | +3,336.7% | -1,434.0% | +1,001.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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