+69.3%
CCI vs RMD
+347.3%
-278.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +2.5% | +2.1% | +0.4% | +2.0% |
| 30D | +14.4% | +2.1% | +12.3% | +13.6% |
| 3M | +21.7% | +6.2% | +15.4% | +19.5% |
| 6M | +4.0% | +19.4% | -15.4% | -1.4% |
| YTD | +6.2% | +0.5% | +5.7% | +4.9% |
| 1Y | +5.4% | -3.9% | +9.4% | +5.3% |
| 3Y | +11.7% | +72.5% | -60.8% | -8.4% |
| 5Y | -35.6% | -1.5% | -34.1% | -39.0% |
| All | +69.3% | +347.3% | -278.1% | +19.4% |
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