+140.6%
CNP vs RMD
+346.1%
-205.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.2% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | +4.0% | +1.9% | +2.1% | +3.3% |
| 3M | +1.6% | +6.3% | -4.7% | -0.1% |
| 6M | -1.7% | +18.2% | -19.9% | -6.2% |
| YTD | +8.6% | +0.3% | +8.4% | +7.3% |
| 1Y | +5.8% | -4.3% | +10.1% | +5.6% |
| 3Y | +63.0% | +71.3% | -8.3% | +35.3% |
| 5Y | +74.7% | -1.8% | +76.4% | +66.0% |
| All | +140.6% | +346.1% | -205.6% | +60.5% |
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