+179.4%
RCL vs XLB
+34.9%
+144.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.8% |
| 7D | -0.5% | -0.2% | -0.2% | -0.2% |
| 30D | -17.3% | -1.7% | -15.6% | -15.8% |
| 3M | -2.8% | +4.4% | -7.1% | -7.7% |
| 6M | -4.4% | +5.0% | -9.4% | -9.6% |
| YTD | -4.2% | +15.5% | -19.6% | -19.6% |
| 1Y | -23.4% | +14.9% | -38.3% | -35.2% |
| 3Y | +179.4% | +34.5% | +144.9% | +97.3% |
| All | +179.4% | +34.9% | +144.5% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XLB 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling