+54.9%
XLE vs XEL
+50.2%
+4.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | 0.0% | +1.3% | -1.3% | -0.2% |
| 30D | +12.6% | -1.5% | +14.2% | +12.9% |
| 3M | +11.8% | -0.2% | +12.0% | +11.8% |
| 6M | +16.1% | -5.4% | +21.5% | +17.0% |
| YTD | +46.9% | +5.6% | +41.2% | +44.7% |
| 1Y | +53.3% | +10.5% | +42.8% | +49.4% |
| 3Y | +54.9% | +49.2% | +5.7% | +45.4% |
| All | +54.9% | +50.2% | +4.8% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling