+257.6%
CCL vs RMD
+36,837.6%
-36,580.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -5.0% | -5.0% | -0.1% | -4.0% |
| 30D | -20.3% | +2.2% | -22.6% | -20.8% |
| 3M | -15.1% | +17.8% | -33.0% | -18.3% |
| 6M | -15.1% | -11.3% | -3.8% | -13.0% |
| YTD | -21.8% | -4.4% | -17.4% | -21.3% |
| 1Y | -24.8% | -15.7% | -9.1% | -22.3% |
| 3Y | +51.9% | +47.7% | +4.1% | +37.3% |
| 5Y | +4.0% | -19.2% | +23.3% | +6.2% |
| 10Y | -42.2% | +280.4% | -322.6% | -56.8% |
| All | +257.6% | +36,837.6% | -36,580.0% | +46.4% |
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