+49.0%
XEL vs NDAQ
+66.7%
-17.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +2.4% | +1.3% | +1.2% | +2.2% |
| 30D | +8.3% | +18.0% | -9.7% | +4.7% |
| 3M | +4.2% | +11.5% | -7.4% | +1.8% |
| 6M | +3.7% | +21.1% | -17.4% | -0.6% |
| YTD | +13.1% | +12.8% | +0.2% | +9.8% |
| 1Y | +5.0% | +25.7% | -20.7% | -1.0% |
| 3Y | +55.0% | +116.8% | -61.9% | +23.9% |
| All | +49.0% | +66.7% | -17.7% | +25.6% |
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