+5.0%
XEL vs PAAS
-2.8%
+7.8%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +2.4% | -8.9% | +11.3% | +2.7% |
| 30D | +8.3% | -11.4% | +19.7% | +8.6% |
| 3M | +4.2% | -20.4% | +24.6% | +4.9% |
| 6M | +3.7% | -40.7% | +44.4% | +5.7% |
| YTD | +13.1% | -26.9% | +40.0% | +13.1% |
| 1Y | +5.0% | -3.1% | +8.1% | +2.6% |
| All | +5.0% | -2.8% | +7.8% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 1y: compounded portfolio wealth divided by compounded PAAS 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…
1y analysis · Full analysis span regression · 6 months rolling