+1.7%
XEL vs FDX
+65.6%
-63.9%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.6% | -1.4% | +1.6% |
| 7D | +4.3% | +8.1% | -3.8% | +2.8% |
| 30D | +12.6% | +13.9% | -1.3% | +10.1% |
| 3M | +4.4% | +5.5% | -1.2% | +3.2% |
| 6M | +0.7% | +15.1% | -14.4% | -2.4% |
| YTD | +11.5% | +43.2% | -31.7% | +6.3% |
| 1Y | +1.7% | +65.0% | -63.3% | -5.3% |
| All | +1.7% | +65.6% | -63.9% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 1y: compounded portfolio wealth divided by compounded FDX 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…
1y analysis · Full analysis span regression · 6 months rolling