+1,169.6%
XEL vs PAAS
+1,235.6%
-66.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.7% |
| 7D | -1.0% | -2.9% | +1.9% | -0.8% |
| 30D | -1.9% | +6.8% | -8.7% | -2.4% |
| 3M | -1.9% | -2.9% | +1.0% | -2.0% |
| 6M | -7.4% | -16.4% | +9.0% | -6.9% |
| YTD | +4.1% | 0.0% | +4.0% | +3.3% |
| 1Y | +8.0% | +54.3% | -46.3% | +4.3% |
| 3Y | +48.4% | +230.7% | -182.3% | +35.4% |
| 5Y | +27.2% | +111.6% | -84.4% | +17.9% |
| 10Y | +146.8% | +211.7% | -64.9% | +117.3% |
| All | +1,169.6% | +1,235.6% | -66.0% | +938.3% |
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