+369.9%
CCL vs RMD
+37,769.3%
-37,399.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | +5.8% | +3.1% | +2.7% | +5.2% |
| 30D | +17.3% | +1.8% | +15.5% | +16.7% |
| 3M | +11.3% | +6.7% | +4.6% | +9.6% |
| 6M | +18.5% | +13.9% | +4.6% | +14.6% |
| YTD | +2.8% | -2.0% | +4.8% | +2.7% |
| 1Y | +16.7% | -5.4% | +22.1% | +17.6% |
| 3Y | +146.0% | +67.4% | +78.7% | +116.6% |
| 5Y | +33.6% | -5.7% | +39.4% | +32.3% |
| 10Y | -29.4% | +338.4% | -367.8% | -48.7% |
| All | +369.9% | +37,769.3% | -37,399.4% | +91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling