+296.1%
RCL vs MSCI
+7.0%
+289.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.8% | 0.0% |
| 7D | +8.5% | +2.7% | +5.8% | +7.0% |
| 30D | +20.4% | +16.2% | +4.2% | +10.9% |
| 3M | +11.0% | +17.1% | -6.1% | +1.5% |
| 6M | +24.9% | +13.0% | +11.8% | +14.8% |
| YTD | +23.9% | +15.8% | +8.1% | +10.7% |
| 1Y | +30.8% | +15.5% | +15.3% | +17.2% |
| 3Y | +270.4% | +32.3% | +238.1% | +188.7% |
| 5Y | +296.1% | +8.2% | +287.9% | +224.7% |
| All | +296.1% | +7.0% | +289.1% | +224.7% |
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