+1,460.5%
CIEN vs RMD
+269.7%
+1,190.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -4.6% | -4.7% | +0.2% | -3.3% |
| 30D | -12.8% | +0.2% | -13.1% | -13.0% |
| 3M | -23.1% | +12.0% | -35.1% | -26.4% |
| 6M | +6.1% | -12.5% | +18.6% | +9.1% |
| YTD | +44.5% | -7.9% | +52.5% | +45.7% |
| 1Y | +176.6% | -20.4% | +197.0% | +191.8% |
| 3Y | +601.0% | +53.1% | +547.8% | +469.4% |
| 5Y | +509.1% | -22.1% | +531.2% | +519.6% |
| 10Y | +1,460.5% | +275.4% | +1,185.1% | +793.9% |
| All | +1,460.5% | +269.7% | +1,190.8% | +793.9% |
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