+1,882.2%
XEL vs SU
+61,690.9%
-59,808.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -1.2% | +1.7% | -2.9% | -1.2% |
| 30D | -2.9% | +9.6% | -12.5% | -2.9% |
| 3M | -2.7% | +11.7% | -14.4% | -2.7% |
| 6M | -6.5% | +21.9% | -28.4% | -6.5% |
| YTD | +3.6% | +58.6% | -55.0% | +3.6% |
| 1Y | +7.5% | +66.5% | -59.0% | +7.5% |
| 3Y | +46.3% | +121.4% | -75.1% | +46.3% |
| 5Y | +30.5% | +355.7% | -325.2% | +30.5% |
| 10Y | +151.4% | +264.2% | -112.8% | +151.3% |
| All | +1,882.2% | +61,690.9% | -59,808.7% | +1,897.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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