+5,578.7%
RCL vs XEL
+1,479.2%
+4,099.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.5% | -4.4% | -4.1% |
| 7D | -0.2% | +1.4% | -1.6% | -0.7% |
| 30D | +14.4% | +9.2% | +5.2% | +11.1% |
| 3M | +5.2% | +4.5% | +0.6% | +3.6% |
| 6M | +26.1% | +3.6% | +22.5% | +24.4% |
| YTD | +17.4% | +12.9% | +4.5% | +12.1% |
| 1Y | +24.7% | +4.1% | +20.6% | +22.2% |
| 3Y | +250.9% | +52.3% | +198.6% | +197.8% |
| 5Y | +293.8% | +51.6% | +242.2% | +231.3% |
| 10Y | +342.4% | +185.2% | +157.1% | +197.5% |
| All | +5,578.7% | +1,479.2% | +4,099.5% | +2,344.1% |
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 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