+28.1%
XEL vs AXON
+183.6%
-155.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.4% | -0.8% |
| 7D | -1.0% | -14.2% | +13.2% | -0.9% |
| 30D | -1.9% | -15.4% | +13.5% | -1.9% |
| 3M | -1.9% | +0.5% | -2.4% | -1.9% |
| 6M | -7.4% | -9.5% | +2.1% | -7.2% |
| YTD | +4.1% | -9.2% | +13.3% | +4.3% |
| 1Y | +8.0% | -29.4% | +37.4% | +8.6% |
| 3Y | +48.4% | +139.4% | -91.0% | +41.8% |
| All | +28.1% | +183.6% | -155.4% | +16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling