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  • RL vs XE✓SelectedUSD · XERL vs XE performance historyLatest closeAs of-1.13%09/08
Stock and ETF performance explorer

RL vs XE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-6.2%
XE return
-36.4%
Excess return
+30.2%
Maximum drawdown
-18.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioXEExcessAlpha
1D-1.1%+8.1%-9.3%-1.3%
7D+1.9%+4.0%-2.1%+1.8%
30D-12.2%-15.5%+3.2%-11.7%
3M-6.6%-14.6%+7.9%-6.6%
All-6.2%-36.4%+30.2%-4.8%

Cumulative growth

Daily Returns

Daily percentage return beside XE.

Daily Out/Under-Performance

Portfolio return minus XE return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × XE 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 XE 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 · Available span rolling