+157.0%
RTX vs XEL
+53.0%
+104.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +4.8% | +2.4% | +2.3% | +4.2% |
| 30D | +6.5% | +8.3% | -1.8% | +4.5% |
| 3M | -9.6% | +4.2% | -13.8% | -10.6% |
| 6M | +12.3% | +3.7% | +8.6% | +11.2% |
| YTD | +9.5% | +13.1% | -3.6% | +6.3% |
| 1Y | +15.8% | +5.0% | +10.8% | +14.3% |
| 3Y | +157.0% | +55.0% | +102.0% | +139.5% |
| All | +157.0% | +53.0% | +104.0% | +139.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling