+32.0%
RCL vs ALB
+4.7%
+27.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.3% | +1.1% | +6.0% |
| 7D | +11.7% | -2.1% | +13.7% | +11.8% |
| 30D | +21.1% | -9.0% | +30.1% | +21.7% |
| 3M | +2.9% | -21.1% | +24.0% | +4.1% |
| 6M | +29.8% | -49.9% | +79.7% | +34.6% |
| YTD | +21.4% | -32.3% | +53.7% | +14.1% |
| 1Y | +32.0% | +8.6% | +23.4% | +9.1% |
| All | +32.0% | +4.7% | +27.3% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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