-8.5%
RGTI vs XEL
+7.7%
-16.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | -17.1% | -3.9% | -13.2% | -16.5% |
| 3M | -26.0% | -2.8% | -23.2% | -26.2% |
| 6M | -9.9% | -5.4% | -4.5% | -9.3% |
| YTD | -31.1% | +3.8% | -34.8% | -33.3% |
| 1Y | -8.5% | +6.8% | -15.3% | +5.4% |
| All | -8.5% | +7.7% | -16.2% | +5.4% |
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