+331.2%
CG vs RRC
+4.5%
+326.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | -6.4% | -1.7% | -4.7% | -6.2% |
| 30D | -7.1% | +3.6% | -10.7% | -7.6% |
| 3M | -1.6% | +8.8% | -10.4% | -3.2% |
| 6M | -8.3% | +0.8% | -9.1% | -9.0% |
| YTD | -23.8% | +19.0% | -42.8% | -26.7% |
| 1Y | -28.7% | +22.9% | -51.7% | -32.0% |
| 3Y | +49.2% | +32.3% | +16.8% | +39.9% |
| 5Y | +5.5% | +151.6% | -146.1% | -11.6% |
| 10Y | +331.2% | +5.5% | +325.7% | +226.7% |
| All | +331.2% | +4.5% | +326.7% | +226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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