+176.9%
XLE vs XEL
+151.3%
+25.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | +0.5% | -1.2% | +1.7% | +0.8% |
| 30D | +6.6% | -2.9% | +9.5% | +7.4% |
| 3M | +12.3% | -2.7% | +15.0% | +13.0% |
| 6M | +18.4% | -6.5% | +24.9% | +20.3% |
| YTD | +47.2% | +3.6% | +43.6% | +44.8% |
| 1Y | +50.3% | +7.5% | +42.8% | +45.8% |
| 3Y | +55.3% | +46.3% | +9.0% | +35.0% |
| 5Y | +226.0% | +30.5% | +195.4% | +191.0% |
| All | +176.9% | +151.3% | +25.6% | +132.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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