+187.7%
XEL vs RACE
+717.8%
-530.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.9% |
| 7D | +1.4% | -4.0% | +5.4% | +2.1% |
| 30D | +9.2% | +3.5% | +5.6% | +8.5% |
| 3M | +4.5% | -0.4% | +4.9% | +4.5% |
| 6M | +3.6% | +23.2% | -19.6% | -0.4% |
| YTD | +12.9% | +11.0% | +1.9% | +10.1% |
| 1Y | +4.1% | -2.2% | +6.3% | +3.7% |
| 3Y | +52.3% | +22.5% | +29.8% | +41.7% |
| 5Y | +51.6% | +63.2% | -11.6% | +30.7% |
| All | +187.7% | +717.8% | -530.2% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling