+53.2%
CNP vs RMD
+53.4%
-0.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | +1.1% | -5.0% | +6.1% | +1.4% |
| 30D | -1.8% | +2.2% | -4.0% | -2.0% |
| 3M | -4.6% | +17.8% | -22.5% | -5.8% |
| 6M | -8.8% | -11.3% | +2.5% | -8.2% |
| YTD | +5.2% | -4.4% | +9.7% | +5.3% |
| 1Y | +8.3% | -15.7% | +24.0% | +9.3% |
| All | +53.2% | +53.4% | -0.1% | +47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling