+212.8%
RDDT vs XEL
+54.2%
+158.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.6% |
| 7D | +2.1% | -0.3% | +2.4% | +2.1% |
| 30D | +2.8% | -3.9% | +6.8% | +1.7% |
| 3M | -8.9% | -2.8% | -6.1% | -9.5% |
| 6M | +15.1% | -5.4% | +20.5% | +13.9% |
| YTD | -31.4% | +3.8% | -35.1% | -30.6% |
| 1Y | -39.4% | +6.8% | -46.3% | -38.3% |
| All | +212.8% | +54.2% | +158.6% | +315.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling