+205.7%
ZTS vs XEL
+357.1%
-151.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +5.6% | +2.4% | +3.1% | +4.6% |
| 30D | +12.1% | +8.3% | +3.8% | +8.8% |
| 3M | +11.3% | +4.2% | +7.1% | +9.5% |
| 6M | +14.3% | +3.7% | +10.6% | +12.4% |
| YTD | -31.9% | +13.1% | -44.9% | -35.4% |
| 1Y | -29.3% | +5.0% | -34.3% | -31.0% |
| 3Y | -48.0% | +55.0% | -103.0% | -57.2% |
| 5Y | -58.9% | +51.8% | -110.7% | -66.2% |
| 10Y | +81.7% | +185.6% | -103.9% | +28.3% |
| All | +205.7% | +357.1% | -151.4% | +78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling