+29.7%
RCL vs ALB
-5.3%
+35.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.4% |
| 7D | +0.6% | +1.1% | -0.4% | +0.5% |
| 30D | +19.4% | -2.6% | +22.0% | +19.4% |
| 3M | +9.8% | -25.6% | +35.3% | +11.2% |
| 6M | +28.6% | -54.0% | +82.7% | +32.7% |
| YTD | +22.2% | -31.6% | +53.7% | +14.4% |
| 1Y | +29.7% | -6.6% | +36.3% | +12.0% |
| All | +29.7% | -5.3% | +35.0% | +12.0% |
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