+154.0%
XEL vs MSCI
+615.8%
-461.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | +0.9% | -1.1% | +2.0% | +1.1% |
| 30D | -0.9% | -1.2% | +0.3% | -0.7% |
| 3M | -1.4% | -8.4% | +7.0% | 0.0% |
| 6M | -5.8% | -1.0% | -4.8% | -6.2% |
| YTD | +4.7% | -2.3% | +7.0% | +4.1% |
| 1Y | +9.1% | -1.2% | +10.2% | +7.9% |
| 3Y | +47.8% | +7.9% | +39.9% | +41.2% |
| 5Y | +29.0% | -10.1% | +39.1% | +25.4% |
| 10Y | +154.0% | +631.0% | -477.0% | +60.3% |
| All | +154.0% | +615.8% | -461.8% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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