+173.5%
RCL vs XEL
+47.8%
+125.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -15.6% |
| 3M | -8.0% | -1.4% | -6.6% | -7.9% |
| 6M | -10.1% | -5.8% | -4.3% | -10.0% |
| YTD | -5.9% | +4.7% | -10.6% | -6.1% |
| 1Y | -23.5% | +9.1% | -32.5% | -23.8% |
| All | +173.5% | +47.8% | +125.7% | +171.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling