+807.8%
CCL vs XEL
+1,934.3%
-1,126.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | -5.0% | -1.0% | -4.1% | -4.8% |
| 30D | -20.3% | -1.9% | -18.4% | -19.9% |
| 3M | -15.1% | -1.9% | -13.2% | -14.8% |
| 6M | -15.1% | -7.4% | -7.7% | -13.3% |
| YTD | -21.8% | +4.1% | -25.8% | -23.1% |
| 1Y | -24.8% | +8.0% | -32.8% | -27.1% |
| 3Y | +51.9% | +48.4% | +3.5% | +31.7% |
| 5Y | +4.0% | +27.2% | -23.2% | -6.2% |
| 10Y | -42.2% | +146.8% | -189.0% | -58.3% |
| All | +807.8% | +1,934.3% | -1,126.6% | +164.0% |
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