-11.7%
AXP vs XEL
+3.5%
-15.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.1% |
| 7D | -2.9% | +0.7% | -3.6% | -2.8% |
| 30D | +3.7% | +9.3% | -5.6% | +4.3% |
| 3M | -4.9% | +5.3% | -10.2% | -4.7% |
| 6M | +4.1% | +2.2% | +1.9% | +3.9% |
| YTD | -11.7% | +12.3% | -24.0% | -11.6% |
| 1Y | -11.7% | +3.0% | -14.8% | -12.3% |
| All | -11.7% | +3.5% | -15.3% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling