+1,270.8%
XEL vs PAAS
+923.4%
+347.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.3% |
| 7D | +0.7% | -5.2% | +5.9% | +1.0% |
| 30D | +9.3% | -13.9% | +23.3% | +10.2% |
| 3M | +5.3% | -23.8% | +29.0% | +6.7% |
| 6M | +2.2% | -36.4% | +38.6% | +4.4% |
| YTD | +12.3% | -23.4% | +35.7% | +13.1% |
| 1Y | +3.0% | +5.6% | -2.6% | +1.7% |
| 3Y | +51.6% | +209.7% | -158.1% | +38.8% |
| 5Y | +50.0% | +55.6% | -5.6% | +41.3% |
| 10Y | +183.8% | +212.2% | -28.4% | +150.4% |
| All | +1,270.8% | +923.4% | +347.3% | +1,036.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling