+360.5%
RCL vs ALB
+35.3%
+325.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.8% |
| 7D | +0.6% | +1.1% | -0.4% | +0.1% |
| 30D | +19.4% | -2.6% | +22.0% | +20.3% |
| 3M | +9.8% | -25.6% | +35.3% | +21.0% |
| 6M | +28.6% | -54.0% | +82.7% | +68.1% |
| YTD | +22.2% | -31.6% | +53.7% | +30.8% |
| 1Y | +29.7% | -6.6% | +36.3% | +21.6% |
| 3Y | +265.3% | -14.0% | +279.3% | +200.6% |
| 5Y | +301.8% | -62.5% | +364.3% | +372.2% |
| 10Y | +360.5% | +36.3% | +324.2% | +145.9% |
| All | +360.5% | +35.3% | +325.1% | +145.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling