+83.0%
ALB vs STZ
-14.3%
+97.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.6% | +8.2% | +5.4% |
| 7D | -4.4% | -7.4% | +3.0% | -0.9% |
| 30D | -1.2% | -10.9% | +9.7% | +4.4% |
| 3M | -13.3% | -13.4% | +0.1% | -7.6% |
| 6M | -19.8% | -16.2% | -3.6% | -14.0% |
| YTD | -7.9% | -10.4% | +2.5% | -5.7% |
| 1Y | +60.2% | -14.8% | +74.9% | +67.4% |
| 3Y | -26.4% | -50.1% | +23.7% | +1.6% |
| 5Y | -42.5% | -38.8% | -3.7% | -29.3% |
| 10Y | +83.0% | -14.1% | +97.1% | +84.9% |
| All | +83.0% | -14.3% | +97.3% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STZ 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling