+25.6%
CL vs RMD
-3.7%
+29.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.4% |
| 7D | -0.8% | -0.8% | +0.1% | -0.6% |
| 30D | +9.5% | +1.7% | +7.9% | +8.8% |
| 3M | +6.8% | +6.4% | +0.4% | +5.1% |
| 6M | +14.3% | +20.7% | -6.4% | +9.7% |
| YTD | +26.3% | -0.2% | +26.4% | +22.9% |
| 1Y | +25.6% | -4.5% | +30.1% | +24.4% |
| All | +25.6% | -3.7% | +29.2% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling