+53.1%
RGTI vs XEL
+25.0%
+28.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | -0.1% | -1.2% | +1.1% | 0.0% |
| 30D | -16.2% | -2.9% | -13.3% | -16.0% |
| 3M | -22.0% | -2.7% | -19.3% | -21.9% |
| 6M | -10.8% | -6.5% | -4.2% | -10.2% |
| YTD | -31.6% | +3.6% | -35.2% | -32.0% |
| 1Y | -6.4% | +7.5% | -13.9% | -7.3% |
| 3Y | +665.7% | +46.3% | +619.3% | +631.8% |
| 5Y | +55.6% | +30.5% | +25.1% | +50.0% |
| All | +53.1% | +25.0% | +28.1% | +48.0% |
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