+895.8%
CCI vs RMD
+9,615.1%
-8,719.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -0.4% | -5.0% | +4.6% | +0.9% |
| 30D | +2.7% | +2.2% | +0.5% | +2.0% |
| 3M | -18.2% | +17.8% | -36.1% | -21.9% |
| 6M | -14.8% | -11.3% | -3.4% | -12.6% |
| YTD | -12.6% | -4.4% | -8.2% | -12.3% |
| 1Y | -16.7% | -15.7% | -1.0% | -13.9% |
| 3Y | -10.5% | +47.7% | -58.3% | -22.2% |
| 5Y | -51.4% | -19.2% | -32.2% | -51.4% |
| 10Y | +20.0% | +280.4% | -260.4% | -22.4% |
| All | +895.8% | +9,615.1% | -8,719.3% | +118.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling