+10,141.2%
RTX vs XEL
+2,107.3%
+8,034.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -1.9% | -1.6% |
| 7D | +3.4% | +1.4% | +2.0% | +2.9% |
| 30D | +8.4% | +9.2% | -0.8% | +5.3% |
| 3M | -10.7% | +4.5% | -15.2% | -12.0% |
| 6M | +11.7% | +3.6% | +8.1% | +10.2% |
| YTD | +9.3% | +12.9% | -3.6% | +4.7% |
| 1Y | +13.3% | +4.1% | +9.2% | +11.4% |
| 3Y | +156.1% | +52.3% | +103.8% | +119.7% |
| 5Y | +148.5% | +51.6% | +96.9% | +111.9% |
| 10Y | +263.6% | +185.2% | +78.4% | +153.4% |
| All | +10,141.2% | +2,107.3% | +8,034.0% | +3,265.8% |
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