+733.5%
RCL vs MSCI
+2,756.4%
-2,022.9%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | 0.0% |
| 7D | -5.1% | +0.4% | -5.5% | -5.3% |
| 30D | -19.0% | +0.6% | -19.6% | -19.4% |
| 3M | -9.6% | -7.1% | -2.5% | -6.9% |
| 6M | -6.7% | +0.8% | -7.5% | -8.8% |
| YTD | -3.9% | +1.0% | -4.9% | -7.1% |
| 1Y | -25.1% | +4.3% | -29.4% | -29.4% |
| 3Y | +179.1% | +9.9% | +169.2% | +148.2% |
| 5Y | +243.3% | -6.8% | +250.1% | +229.2% |
| 10Y | +325.8% | +614.7% | -288.9% | +16.1% |
| All | +733.5% | +2,756.4% | -2,022.9% | -0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling