+1,890.4%
XEL vs EXPD
+30,859.1%
-28,968.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | -1.0% | -1.1% | +0.2% | -0.8% |
| 30D | -1.9% | +4.1% | -6.0% | -2.4% |
| 3M | -1.9% | +17.9% | -19.8% | -4.0% |
| 6M | -7.4% | +29.2% | -36.7% | -10.6% |
| YTD | +4.1% | +27.4% | -23.3% | +0.5% |
| 1Y | +8.0% | +56.8% | -48.8% | +1.4% |
| 3Y | +48.4% | +68.0% | -19.6% | +37.2% |
| 5Y | +27.2% | +61.9% | -34.6% | +17.3% |
| 10Y | +146.8% | +316.0% | -169.2% | +101.8% |
| All | +1,890.4% | +30,859.1% | -28,968.7% | +1,126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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