+22.4%
CCI vs RMD
+274.3%
-251.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.5% |
| 7D | -0.3% | -4.4% | +4.1% | +0.9% |
| 30D | +2.2% | -3.1% | +5.4% | +3.0% |
| 3M | -16.9% | +13.8% | -30.7% | -20.0% |
| 6M | -11.5% | -8.6% | -3.0% | -10.0% |
| YTD | -12.8% | -8.6% | -4.2% | -11.6% |
| 1Y | -17.1% | -19.7% | +2.6% | -13.1% |
| 3Y | -9.6% | +48.4% | -58.0% | -22.8% |
| 5Y | -48.9% | -22.7% | -26.2% | -48.0% |
| All | +22.4% | +274.3% | -251.9% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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