+30.5%
XEL vs PODD
-55.6%
+86.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.8% |
| 7D | -1.2% | -10.6% | +9.3% | -0.4% |
| 30D | -2.9% | -6.9% | +4.0% | -2.4% |
| 3M | -2.7% | -10.6% | +7.9% | -2.2% |
| 6M | -6.5% | -43.5% | +36.9% | -2.8% |
| YTD | +3.6% | -52.6% | +56.2% | +9.2% |
| 1Y | +7.5% | -60.1% | +67.6% | +14.8% |
| 3Y | +46.3% | -21.7% | +68.0% | +45.2% |
| 5Y | +30.5% | -54.6% | +85.1% | +34.6% |
| All | +30.5% | -55.6% | +86.1% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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