+30.5%
XEL vs NDAQ
+48.4%
-17.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.6% |
| 7D | -1.2% | -6.8% | +5.6% | +0.1% |
| 30D | -2.9% | -3.2% | +0.3% | -2.3% |
| 3M | -2.7% | +6.5% | -9.2% | -4.1% |
| 6M | -6.5% | +5.7% | -12.3% | -8.0% |
| YTD | +3.6% | -4.6% | +8.3% | +4.2% |
| 1Y | +7.5% | -1.6% | +9.1% | +7.1% |
| 3Y | +46.3% | +86.4% | -40.1% | +21.3% |
| 5Y | +30.5% | +50.3% | -19.8% | +11.7% |
| All | +30.5% | +48.4% | -17.8% | +11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling