+4,405.6%
CNC vs RMD
+1,888.3%
+2,517.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.2% | -0.5% | -2.7% |
| 7D | -1.0% | -4.5% | +3.5% | +0.4% |
| 30D | -1.8% | +4.6% | -6.4% | -3.3% |
| 3M | -0.7% | +14.8% | -15.5% | -5.4% |
| 6M | +47.9% | -12.1% | +60.0% | +52.4% |
| YTD | +56.9% | -7.5% | +64.4% | +58.7% |
| 1Y | +123.9% | -20.1% | +144.0% | +136.9% |
| 3Y | -1.3% | +53.9% | -55.2% | -18.5% |
| 5Y | +2.8% | -22.2% | +25.0% | +3.8% |
| 10Y | +90.9% | +268.2% | -177.4% | +10.7% |
| All | +4,405.6% | +1,888.3% | +2,517.3% | +1,212.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling