+2,062.5%
XEL vs WEC
+4,464.3%
-2,401.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | +2.4% | +2.3% | +0.1% | +0.8% |
| 30D | +8.3% | +11.1% | -2.8% | +0.4% |
| 3M | +4.2% | +8.4% | -4.3% | -1.7% |
| 6M | +3.7% | +7.5% | -3.8% | -1.5% |
| YTD | +13.1% | +15.3% | -2.3% | +2.3% |
| 1Y | +5.0% | +9.7% | -4.7% | -1.5% |
| 3Y | +55.0% | +64.7% | -9.7% | +8.7% |
| 5Y | +51.8% | +57.3% | -5.5% | +10.4% |
| 10Y | +185.6% | +195.9% | -10.3% | +36.9% |
| All | +2,062.5% | +4,464.3% | -2,401.8% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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