+4,549.4%
RCL vs XEL
+1,355.5%
+3,193.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | -5.1% | -1.0% | -4.1% | -4.8% |
| 30D | -19.0% | -1.9% | -17.1% | -18.5% |
| 3M | -9.6% | -1.9% | -7.7% | -9.1% |
| 6M | -6.7% | -7.4% | +0.8% | -4.7% |
| YTD | -3.9% | +4.1% | -8.0% | -5.8% |
| 1Y | -25.1% | +8.0% | -33.1% | -27.6% |
| 3Y | +179.1% | +48.4% | +130.7% | +138.2% |
| 5Y | +243.3% | +27.2% | +216.1% | +205.6% |
| 10Y | +325.8% | +146.8% | +179.0% | +199.6% |
| All | +4,549.4% | +1,355.5% | +3,193.9% | +1,954.6% |
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