+670.2%
XEL vs AXON
+59,416.1%
-58,745.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.7% | -27.4% | +29.1% | +3.5% |
| 30D | +8.6% | -28.5% | +37.1% | +10.5% |
| 3M | +5.1% | -49.3% | +54.3% | +8.9% |
| 6M | +2.5% | -25.0% | +27.5% | +3.4% |
| YTD | +11.0% | -46.7% | +57.7% | +13.7% |
| 1Y | +2.7% | -48.3% | +51.0% | +5.4% |
| 3Y | +49.7% | +38.8% | +10.9% | +41.9% |
| 5Y | +46.1% | +77.7% | -31.6% | +34.4% |
| 10Y | +181.5% | +1,028.0% | -846.5% | +121.0% |
| All | +670.2% | +59,416.1% | -58,745.9% | +240.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling