+46.1%
XEL vs AXON
+72.9%
-26.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.7% | -27.4% | +29.1% | +1.9% |
| 30D | +8.6% | -28.5% | +37.1% | +8.8% |
| 3M | +5.1% | -49.3% | +54.3% | +5.4% |
| 6M | +2.5% | -25.0% | +27.5% | +2.6% |
| YTD | +11.0% | -46.7% | +57.7% | +11.6% |
| 1Y | +2.7% | -48.3% | +51.0% | +3.3% |
| 3Y | +49.7% | +38.8% | +10.9% | +43.4% |
| 5Y | +46.1% | +77.7% | -31.6% | +34.5% |
| All | +46.1% | +72.9% | -26.8% | +34.5% |
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