+10,266.7%
RTX vs XEL
+1,934.3%
+8,332.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.8% |
| 3M | +12.3% | -1.9% | +14.2% | +12.9% |
| 6M | -3.1% | -7.4% | +4.3% | -0.9% |
| YTD | +10.7% | +4.1% | +6.6% | +8.9% |
| 1Y | +28.4% | +8.0% | +20.4% | +24.7% |
| 3Y | +147.1% | +48.4% | +98.7% | +113.5% |
| 5Y | +167.2% | +27.2% | +140.0% | +141.1% |
| 10Y | +274.7% | +146.8% | +127.9% | +173.1% |
| All | +10,266.7% | +1,934.3% | +8,332.4% | +3,401.2% |
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