+55.0%
XOP vs XEL
+151.6%
-96.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +2.6% | -0.3% | +2.9% | +2.7% |
| 30D | +9.6% | -3.9% | +13.5% | +10.4% |
| 3M | +20.4% | -2.8% | +23.2% | +20.9% |
| 6M | +19.9% | -5.4% | +25.3% | +20.8% |
| YTD | +56.4% | +3.8% | +52.6% | +54.5% |
| 1Y | +52.4% | +6.8% | +45.6% | +49.5% |
| 3Y | +39.9% | +45.6% | -5.7% | +27.5% |
| 5Y | +163.7% | +30.7% | +133.0% | +145.3% |
| All | +55.0% | +151.6% | -96.6% | +55.1% |
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