+581.9%
XEL vs PODD
+796.9%
-215.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | 0.0% |
| 7D | +2.4% | +4.1% | -1.6% | +2.1% |
| 30D | +8.3% | +13.9% | -5.6% | +7.1% |
| 3M | +4.2% | +4.1% | 0.0% | +3.7% |
| 6M | +3.7% | +2.4% | +1.3% | +3.0% |
| YTD | +13.1% | -46.4% | +59.4% | +18.3% |
| 1Y | +5.0% | -54.2% | +59.2% | +11.2% |
| 3Y | +55.0% | -6.9% | +61.8% | +52.6% |
| 5Y | +51.8% | -51.6% | +103.4% | +55.5% |
| 10Y | +185.6% | +329.3% | -143.7% | +136.6% |
| All | +581.9% | +796.9% | -215.0% | +336.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling