+1,127.7%
RSP vs XEL
+1,256.8%
-129.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | 0.0% |
| 7D | -0.8% | -1.0% | +0.2% | -0.3% |
| 30D | -0.3% | -1.9% | +1.6% | +0.6% |
| 3M | +4.3% | -1.9% | +6.2% | +5.0% |
| 6M | +8.8% | -7.4% | +16.3% | +12.6% |
| YTD | +15.3% | +4.1% | +11.2% | +11.8% |
| 1Y | +18.3% | +8.0% | +10.2% | +11.9% |
| 3Y | +52.8% | +48.4% | +4.4% | +18.0% |
| 5Y | +51.7% | +27.2% | +24.5% | +25.6% |
| 10Y | +208.5% | +146.8% | +61.7% | +59.8% |
| All | +1,127.7% | +1,256.8% | -129.0% | +120.5% |
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