+86.1%
AXP vs XEL
+51.5%
+34.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.1% | +2.4% | -2.6% | -0.7% |
| 30D | +4.4% | +8.3% | -3.8% | +2.5% |
| 3M | -6.4% | +4.2% | -10.6% | -7.4% |
| 6M | +4.2% | +3.7% | +0.4% | +3.1% |
| YTD | -12.4% | +13.1% | -25.4% | -15.6% |
| 1Y | -11.1% | +5.0% | -16.1% | -12.7% |
| 3Y | +114.9% | +55.0% | +59.9% | +86.0% |
| All | +86.1% | +51.5% | +34.7% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling