-41.7%
CCL vs RMD
+269.7%
-311.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | -4.4% | -4.7% | +0.3% | -2.7% |
| 30D | -18.2% | +0.2% | -18.4% | -18.3% |
| 3M | -17.7% | +12.0% | -29.7% | -21.5% |
| 6M | -13.0% | -12.5% | -0.5% | -9.1% |
| YTD | -24.5% | -7.9% | -16.5% | -22.8% |
| 1Y | -26.9% | -20.4% | -6.6% | -21.3% |
| 3Y | +50.8% | +53.1% | -2.4% | +23.7% |
| 5Y | -0.9% | -22.1% | +21.2% | +1.3% |
| 10Y | -41.7% | +275.4% | -317.1% | -57.8% |
| All | -41.7% | +269.7% | -311.4% | -57.8% |
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 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