+144.0%
CNP vs RMD
+349.2%
-205.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -1.0% |
| 7D | -0.1% | -0.8% | +0.7% | +0.1% |
| 30D | +5.0% | +1.7% | +3.4% | +4.4% |
| 3M | +2.7% | +6.4% | -3.7% | +0.8% |
| 6M | -1.9% | +20.7% | -22.6% | -6.8% |
| YTD | +8.8% | -0.2% | +8.9% | +7.5% |
| 1Y | +5.6% | -4.5% | +10.2% | +5.5% |
| 3Y | +63.2% | +70.5% | -7.3% | +35.7% |
| 5Y | +73.8% | -1.6% | +75.4% | +65.0% |
| 10Y | +144.0% | +342.7% | -198.7% | +65.6% |
| All | +144.0% | +349.2% | -205.2% | +65.6% |
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