+31.8%
CLX vs RMD
+347.3%
-315.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | +9.5% | +2.1% | +7.4% | +9.1% |
| 30D | +30.7% | +2.1% | +28.6% | +30.1% |
| 3M | +4.2% | +6.2% | -2.0% | +2.9% |
| 6M | +22.1% | +19.4% | +2.7% | +18.0% |
| YTD | +14.1% | +0.5% | +13.5% | +13.3% |
| 1Y | +10.3% | -3.9% | +14.3% | +10.4% |
| 3Y | -7.8% | +72.5% | -80.3% | -17.9% |
| 5Y | -20.8% | -1.5% | -19.3% | -23.6% |
| All | +31.8% | +347.3% | -315.6% | -2.7% |
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