+2,011.1%
XEL vs EXPD
+30,172.0%
-28,160.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.6% |
| 7D | -0.2% | -7.2% | +7.0% | +0.7% |
| 30D | +10.0% | -3.3% | +13.3% | +10.4% |
| 3M | +4.3% | +3.4% | +1.0% | +3.8% |
| 6M | +0.5% | +22.7% | -22.2% | -2.3% |
| YTD | +10.4% | +24.5% | -14.2% | +6.8% |
| 1Y | +2.0% | +38.6% | -36.7% | -2.7% |
| 3Y | +45.6% | +71.5% | -26.0% | +34.2% |
| 5Y | +46.6% | +56.2% | -9.6% | +35.8% |
| 10Y | +168.3% | +310.5% | -142.1% | +119.6% |
| All | +2,011.1% | +30,172.0% | -28,160.9% | +1,203.3% |
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