+145.4%
CCL vs RMD
+63.8%
+81.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.0% |
| 7D | +3.1% | +2.3% | +0.8% | +2.4% |
| 30D | +13.7% | +4.1% | +9.6% | +12.0% |
| 3M | +3.8% | +5.7% | -1.9% | +1.5% |
| 6M | +9.3% | +12.9% | -3.6% | +4.1% |
| YTD | -1.1% | -1.5% | +0.4% | -1.7% |
| 1Y | +14.6% | -4.8% | +19.3% | +15.1% |
| All | +145.4% | +63.8% | +81.6% | +89.0% |
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