+1,142.6%
XEL vs NDAQ
+2,281.8%
-1,139.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.8% |
| 7D | +1.3% | -2.6% | +3.9% | +1.7% |
| 30D | -1.5% | +0.5% | -2.0% | -1.6% |
| 3M | -0.2% | +9.9% | -10.1% | -1.9% |
| 6M | -5.4% | +8.2% | -13.6% | -6.9% |
| YTD | +5.6% | -1.5% | +7.1% | +5.3% |
| 1Y | +10.5% | +1.3% | +9.1% | +9.4% |
| 3Y | +49.2% | +92.6% | -43.4% | +32.8% |
| 5Y | +30.1% | +53.8% | -23.7% | +19.1% |
| 10Y | +146.7% | +376.0% | -229.3% | +92.9% |
| All | +1,142.6% | +2,281.8% | -1,139.2% | +648.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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