+280.0%
RTX vs XEL
+151.3%
+128.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.7% |
| 7D | -2.0% | -1.2% | -0.8% | -1.5% |
| 30D | -11.2% | -2.9% | -8.3% | -10.2% |
| 3M | +12.0% | -2.7% | +14.8% | +13.1% |
| 6M | -3.6% | -6.5% | +2.9% | -1.3% |
| YTD | +9.2% | +3.6% | +5.6% | +7.1% |
| 1Y | +29.7% | +7.5% | +22.2% | +25.2% |
| 3Y | +152.0% | +46.3% | +105.6% | +109.4% |
| 5Y | +165.8% | +30.5% | +135.2% | +129.7% |
| All | +280.0% | +151.3% | +128.8% | +188.5% |
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 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