+218.3%
C vs RRC
+72.2%
+146.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.3% |
| 7D | -0.4% | -0.5% | 0.0% | -0.3% |
| 30D | -5.3% | +25.2% | -30.5% | -10.0% |
| 3M | -8.0% | +27.8% | -35.8% | -13.0% |
| 6M | -0.3% | +27.2% | -27.5% | -6.0% |
| YTD | +8.6% | +48.2% | -39.5% | -1.4% |
| 1Y | +25.8% | +34.7% | -8.9% | +16.3% |
| 3Y | +221.2% | +62.2% | +158.9% | +180.9% |
| 5Y | +113.6% | +130.9% | -17.4% | +65.8% |
| 10Y | +218.3% | +73.4% | +144.9% | +86.3% |
| All | +218.3% | +72.2% | +146.1% | +86.3% |
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