+26.6%
CCJ vs RMD
-20.1%
+46.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | +4.2% | -4.7% | +8.9% | +4.4% |
| 30D | +3.2% | +0.2% | +2.9% | +3.2% |
| 3M | -1.8% | +12.0% | -13.8% | -2.2% |
| 6M | -13.5% | -12.5% | -1.0% | -10.1% |
| YTD | +9.7% | -7.9% | +17.7% | +15.7% |
| All | +26.6% | -20.1% | +46.7% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling