+2,231.7%
AEP vs XEL
+1,965.5%
+266.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | -0.2% |
| 7D | +2.0% | +1.3% | +0.7% | +1.2% |
| 30D | +0.5% | -1.5% | +2.0% | +1.4% |
| 3M | -0.3% | -0.2% | -0.1% | -0.1% |
| 6M | -3.5% | -5.4% | +2.0% | -0.3% |
| YTD | +11.3% | +5.6% | +5.6% | +7.7% |
| 1Y | +20.2% | +10.5% | +9.8% | +13.2% |
| 3Y | +79.8% | +49.2% | +30.6% | +40.5% |
| 5Y | +65.6% | +30.1% | +35.5% | +40.9% |
| 10Y | +169.3% | +146.7% | +22.6% | +63.2% |
| All | +2,231.7% | +1,965.5% | +266.2% | +386.7% |
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