+154.0%
XEL vs AXON
+1,811.1%
-1,657.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | +0.9% | -3.3% | +4.2% | +1.0% |
| 30D | -0.9% | -17.8% | +16.9% | -0.4% |
| 3M | -1.4% | +8.3% | -9.7% | -1.9% |
| 6M | -5.8% | -12.4% | +6.5% | -5.7% |
| YTD | +4.7% | -13.7% | +18.4% | +4.8% |
| 1Y | +9.1% | -33.1% | +42.1% | +10.0% |
| 3Y | +47.8% | +128.2% | -80.4% | +39.0% |
| 5Y | +29.0% | +170.5% | -141.5% | +18.7% |
| 10Y | +154.0% | +1,846.0% | -1,692.0% | +124.6% |
| All | +154.0% | +1,811.1% | -1,657.1% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling