+176.8%
CCJ vs RMD
+52.4%
+124.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.2% | +4.4% | +1.6% |
| 7D | +5.9% | -4.5% | +10.4% | +6.4% |
| 30D | +4.7% | +4.6% | +0.1% | +4.2% |
| 3M | -3.3% | +14.8% | -18.1% | -5.0% |
| 6M | -7.0% | -12.1% | +5.0% | -5.4% |
| YTD | +11.5% | -7.5% | +18.9% | +12.7% |
| 1Y | +32.3% | -20.1% | +52.3% | +36.1% |
| 3Y | +176.8% | +53.9% | +123.0% | +160.6% |
| All | +176.8% | +52.4% | +124.5% | +160.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling