+29.7%
RCL vs ALB
-1.1%
+30.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | +5.0% | +9.5% | -4.5% | +4.4% |
| 30D | +19.4% | -2.1% | +21.5% | +19.3% |
| 3M | +5.9% | -24.1% | +30.1% | +7.2% |
| 6M | +23.8% | -51.0% | +74.8% | +27.4% |
| YTD | +22.8% | -29.3% | +52.1% | +14.7% |
| All | +29.7% | -1.1% | +30.9% | +12.5% |
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