-22.6%
RCL vs XEL
+9.0%
-31.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.8% |
| 7D | -2.2% | +0.9% | -3.1% | -2.2% |
| 30D | -15.7% | -0.9% | -14.8% | -15.7% |
| 3M | -8.0% | -1.4% | -6.6% | -7.8% |
| 6M | -10.1% | -5.8% | -4.3% | -10.5% |
| YTD | -5.9% | +4.7% | -10.6% | -5.2% |
| All | -22.6% | +9.0% | -31.6% | -22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling