+203.4%
RSP vs XEL
+151.3%
+52.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.3% |
| 7D | -3.1% | -1.2% | -1.9% | -2.7% |
| 30D | -3.4% | -2.9% | -0.5% | -2.4% |
| 3M | +3.6% | -2.7% | +6.3% | +4.5% |
| 6M | +9.0% | -6.5% | +15.5% | +11.4% |
| YTD | +12.2% | +3.6% | +8.6% | +9.9% |
| 1Y | +15.6% | +7.5% | +8.1% | +11.1% |
| 3Y | +51.6% | +46.3% | +5.3% | +26.0% |
| 5Y | +50.4% | +30.5% | +19.9% | +30.1% |
| All | +203.4% | +151.3% | +52.1% | +130.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling