+28.4%
RTX vs XEL
+7.2%
+21.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | -5.2% | -1.0% | -4.2% | -4.9% |
| 30D | -9.4% | -1.9% | -7.5% | -8.9% |
| 3M | +12.3% | -1.9% | +14.2% | +12.8% |
| 6M | -3.1% | -7.4% | +4.3% | -1.1% |
| YTD | +10.7% | +4.1% | +6.6% | +9.2% |
| 1Y | +28.4% | +8.0% | +20.4% | +26.5% |
| All | +28.4% | +7.2% | +21.2% | +26.5% |
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 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