+30.1%
XEL vs PAAS
+117.9%
-87.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | +1.3% | +2.0% | -0.7% | +1.2% |
| 30D | -1.5% | -0.1% | -1.4% | -1.6% |
| 3M | -0.2% | +8.2% | -8.4% | -1.1% |
| 6M | -5.4% | -13.8% | +8.4% | -4.9% |
| YTD | +5.6% | -0.6% | +6.3% | +4.6% |
| 1Y | +10.5% | +44.0% | -33.5% | +5.3% |
| 3Y | +49.2% | +246.6% | -197.4% | +26.3% |
| 5Y | +30.1% | +116.1% | -86.0% | +10.8% |
| All | +30.1% | +117.9% | -87.8% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling