+639.7%
CEG vs RMD
-4.5%
+644.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +0.7% |
| 7D | +6.7% | -4.5% | +11.1% | +7.7% |
| 30D | +11.0% | +4.6% | +6.4% | +9.8% |
| 3M | +19.5% | +14.8% | +4.7% | +15.1% |
| 6M | -5.9% | -12.1% | +6.2% | -3.5% |
| YTD | -15.0% | -7.5% | -7.5% | -14.0% |
| 1Y | +0.6% | -20.1% | +20.7% | +5.2% |
| 3Y | +180.6% | +53.9% | +126.7% | +143.2% |
| All | +639.7% | -4.5% | +644.2% | +613.0% |
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 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