-45.7%
RDDT vs XEL
+1.7%
-47.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.2% | +3.8% | +7.1% |
| 7D | -24.4% | +4.3% | -28.7% | -22.7% |
| 30D | -32.3% | +12.6% | -44.9% | -28.2% |
| 3M | -36.3% | +4.4% | -40.7% | -34.9% |
| 6M | -39.7% | +0.7% | -40.5% | -39.0% |
| YTD | -55.7% | +11.5% | -67.2% | -54.0% |
| 1Y | -45.7% | +1.7% | -47.5% | -41.7% |
| All | -45.7% | +1.7% | -47.5% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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