+598.5%
CEG vs RMD
+3.5%
+595.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.7% |
| 7D | +17.8% | +0.1% | +17.7% | +17.8% |
| 30D | -4.5% | +1.9% | -6.4% | -5.2% |
| 3M | +1.5% | +6.3% | -4.8% | -0.2% |
| 6M | -3.5% | +18.2% | -21.8% | -7.9% |
| YTD | -19.7% | +0.3% | -20.0% | -20.5% |
| 1Y | -19.8% | -4.3% | -15.5% | -19.7% |
| 3Y | +136.4% | +71.3% | +65.2% | +99.7% |
| All | +598.5% | +3.5% | +595.0% | +559.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling