+3.5%
CCL vs RMD
-21.0%
+24.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | +0.1% |
| 7D | -0.1% | -4.5% | +4.3% | +1.9% |
| 30D | -20.0% | +4.6% | -24.6% | -21.8% |
| 3M | -13.7% | +14.8% | -28.4% | -19.4% |
| 6M | -9.0% | -12.1% | +3.1% | -4.2% |
| YTD | -22.8% | -7.5% | -15.3% | -21.0% |
| 1Y | -25.3% | -20.1% | -5.2% | -18.4% |
| 3Y | +54.1% | +53.9% | +0.2% | +14.9% |
| 5Y | +3.5% | -22.2% | +25.7% | -8.9% |
| All | +3.5% | -21.0% | +24.5% | -8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling