-26.9%
CCL vs RMD
-20.7%
-6.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | -4.4% | -4.7% | +0.3% | -2.6% |
| 30D | -18.2% | +0.2% | -18.4% | -18.3% |
| 3M | -17.7% | +12.0% | -29.7% | -22.3% |
| 6M | -13.0% | -12.5% | -0.5% | -7.9% |
| YTD | -24.5% | -7.9% | -16.5% | -23.5% |
| 1Y | -26.9% | -20.4% | -6.6% | -21.3% |
| All | -26.9% | -20.7% | -6.3% | -21.3% |
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