+261.1%
RCL vs MSCI
+3.6%
+257.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.3% | +3.6% | +2.6% |
| 7D | +6.5% | +2.8% | +3.7% | +5.0% |
| 30D | +15.9% | +15.4% | +0.5% | +7.1% |
| 3M | +2.7% | +13.4% | -10.7% | -4.5% |
| 6M | +15.2% | +10.9% | +4.3% | +7.0% |
| YTD | +19.2% | +13.0% | +6.3% | +7.9% |
| 1Y | +31.6% | +12.0% | +19.6% | +19.8% |
| 3Y | +274.2% | +34.1% | +240.1% | +186.9% |
| All | +261.1% | +3.6% | +257.6% | +204.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 5y: compounded portfolio wealth divided by compounded MSCI 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…
5y analysis · Full analysis span regression · 6 months rolling