+139.9%
CNP vs RMD
+269.7%
-129.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +0.7% | -4.7% | +5.4% | +1.7% |
| 30D | -0.1% | +0.2% | -0.3% | -0.2% |
| 3M | -5.6% | +12.0% | -17.6% | -8.5% |
| 6M | -7.5% | -12.5% | +5.0% | -5.2% |
| YTD | +5.5% | -7.9% | +13.4% | +6.5% |
| 1Y | +8.3% | -20.4% | +28.7% | +13.1% |
| 3Y | +51.8% | +53.1% | -1.4% | +29.4% |
| 5Y | +69.9% | -22.1% | +92.0% | +73.0% |
| 10Y | +139.9% | +275.4% | -135.5% | +67.1% |
| All | +139.9% | +269.7% | -129.8% | +67.1% |
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