-45.6%
MSTR vs RCL
+30.9%
-76.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.4% |
| 7D | -1.2% | +6.5% | -7.7% | -1.6% |
| 30D | -15.9% | +15.9% | -31.8% | -16.6% |
| 3M | +33.1% | +2.7% | +30.5% | +32.9% |
| 6M | -31.0% | +15.2% | -46.2% | -31.7% |
| YTD | -15.1% | +19.2% | -34.4% | -14.4% |
| 1Y | -45.6% | +31.6% | -77.2% | -43.6% |
| All | -45.6% | +30.9% | -76.5% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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