+379.0%
RCL vs ALB
+38.2%
+340.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | +5.0% | +9.5% | -4.5% | +1.5% |
| 30D | +19.4% | -2.1% | +21.5% | +20.1% |
| 3M | +5.9% | -24.1% | +30.1% | +16.1% |
| 6M | +23.8% | -51.0% | +74.8% | +58.0% |
| YTD | +22.8% | -29.3% | +52.1% | +30.0% |
| 1Y | +34.3% | +3.2% | +31.1% | +21.1% |
| 3Y | +276.4% | -9.3% | +285.8% | +203.1% |
| 5Y | +281.6% | -61.6% | +343.2% | +345.2% |
| 10Y | +379.0% | +40.8% | +338.2% | +154.2% |
| All | +379.0% | +38.2% | +340.8% | +154.2% |
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