+32.0%
RCL vs XME
+5.2%
+26.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.4% | +6.7% |
| 7D | +11.7% | -5.5% | +17.1% | +13.8% |
| 30D | +21.1% | -11.1% | +32.2% | +25.9% |
| 3M | +2.9% | -11.1% | +14.0% | +6.3% |
| 6M | +29.8% | -18.0% | +47.8% | +38.5% |
| YTD | +21.4% | -7.4% | +28.8% | +17.3% |
| 1Y | +32.0% | +6.7% | +25.4% | +19.9% |
| All | +32.0% | +5.2% | +26.8% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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