+1,090.4%
CCI vs RMD
+9,860.2%
-8,769.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.9% |
| 7D | +3.2% | +3.1% | +0.1% | +2.4% |
| 30D | +12.2% | +1.8% | +10.4% | +11.5% |
| 3M | +23.1% | +6.7% | +16.5% | +20.8% |
| 6M | +1.3% | +13.9% | -12.6% | -2.7% |
| YTD | +4.5% | -2.0% | +6.5% | +4.0% |
| 1Y | +2.3% | -5.4% | +7.7% | +2.7% |
| 3Y | +9.8% | +67.4% | -57.6% | -7.5% |
| 5Y | -36.5% | -5.7% | -30.8% | -39.0% |
| 10Y | +64.7% | +338.4% | -273.7% | +2.6% |
| All | +1,090.4% | +9,860.2% | -8,769.7% | +158.8% |
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