+1,124.6%
XEL vs AEIS
+2,641.0%
-1,516.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +1.4% |
| 7D | +1.3% | +8.1% | -6.8% | +0.8% |
| 30D | -1.5% | -11.1% | +9.6% | -0.9% |
| 3M | -0.2% | -5.6% | +5.4% | -0.4% |
| 6M | -5.4% | -0.6% | -4.8% | -6.1% |
| YTD | +5.6% | +38.0% | -32.4% | +2.7% |
| 1Y | +10.5% | +87.2% | -76.8% | +5.1% |
| 3Y | +49.2% | +179.7% | -130.5% | +37.0% |
| 5Y | +30.1% | +241.7% | -211.6% | +17.1% |
| 10Y | +146.7% | +547.2% | -400.5% | +107.5% |
| All | +1,124.6% | +2,641.0% | -1,516.4% | +808.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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