+1,123.9%
XEL vs NDAQ
+2,327.9%
-1,204.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.0% | -0.5% |
| 7D | -1.0% | -2.4% | +1.5% | -0.6% |
| 30D | -1.9% | +2.5% | -4.4% | -2.3% |
| 3M | -1.9% | +9.9% | -11.8% | -3.5% |
| 6M | -7.4% | +9.4% | -16.9% | -9.1% |
| YTD | +4.1% | +0.4% | +3.6% | +3.4% |
| 1Y | +8.0% | +4.0% | +4.0% | +6.6% |
| 3Y | +48.4% | +94.4% | -46.0% | +31.9% |
| 5Y | +27.2% | +56.7% | -29.5% | +16.2% |
| 10Y | +146.8% | +375.3% | -228.5% | +92.9% |
| All | +1,123.9% | +2,327.9% | -1,204.0% | +635.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling