+291.9%
C vs RRC
+5.5%
+286.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | +3.6% | +1.3% | +2.3% | +3.4% |
| 30D | +0.1% | +10.1% | -10.1% | -1.9% |
| 3M | +2.4% | +4.0% | -1.6% | +1.2% |
| 6M | +24.9% | +1.6% | +23.3% | +23.6% |
| YTD | +19.8% | +19.7% | +0.1% | +14.1% |
| 1Y | +44.9% | +21.4% | +23.4% | +37.1% |
| 3Y | +263.0% | +29.7% | +233.3% | +233.5% |
| 5Y | +129.5% | +153.9% | -24.3% | +74.3% |
| All | +291.9% | +5.5% | +286.3% | +158.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling