+333.1%
RCL vs XEL
+151.6%
+181.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -1.9% | -0.3% | -1.6% | -1.8% |
| 30D | -15.5% | -3.9% | -11.6% | -14.6% |
| 3M | -9.7% | -2.8% | -6.8% | -9.0% |
| 6M | -8.7% | -5.4% | -3.3% | -7.5% |
| YTD | -5.8% | +3.8% | -9.5% | -7.4% |
| 1Y | -24.5% | +6.8% | -31.3% | -26.7% |
| 3Y | +173.9% | +45.6% | +128.3% | +135.5% |
| 5Y | +228.0% | +30.7% | +197.3% | +191.1% |
| All | +333.1% | +151.6% | +181.5% | +256.9% |
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