+1,920.9%
XEL vs BAX
+862.9%
+1,058.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +2.2% |
| 7D | +1.3% | -2.4% | +3.7% | +1.7% |
| 30D | -1.5% | -9.7% | +8.2% | +0.3% |
| 3M | -0.2% | +29.3% | -29.5% | -5.4% |
| 6M | -5.4% | +40.7% | -46.1% | -12.0% |
| YTD | +5.6% | +30.3% | -24.6% | -1.0% |
| 1Y | +10.5% | +3.4% | +7.1% | +7.6% |
| 3Y | +49.2% | -32.0% | +81.2% | +54.3% |
| 5Y | +30.1% | -66.9% | +97.0% | +53.9% |
| 10Y | +146.7% | -37.1% | +183.8% | +156.8% |
| All | +1,920.9% | +862.9% | +1,058.0% | +1,178.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BAX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling