+1,884.6%
XEL vs AON
+4,798.1%
-2,913.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.5% |
| 7D | -0.3% | -6.3% | +6.0% | +1.1% |
| 30D | -3.9% | -14.1% | +10.2% | -1.0% |
| 3M | -2.8% | -9.5% | +6.7% | -1.1% |
| 6M | -5.4% | -4.0% | -1.4% | -5.1% |
| YTD | +3.8% | -13.8% | +17.6% | +6.2% |
| 1Y | +6.8% | -18.3% | +25.1% | +10.6% |
| 3Y | +45.6% | -7.2% | +52.8% | +45.9% |
| 5Y | +30.7% | +7.3% | +23.3% | +26.2% |
| 10Y | +151.7% | +203.6% | -51.9% | +95.6% |
| All | +1,884.6% | +4,798.1% | -2,913.5% | +850.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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