+928.7%
CNP vs RMD
+37,961.8%
-37,033.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +1.9% |
| 7D | -4.2% | +2.3% | -6.5% | -4.5% |
| 30D | +5.5% | +4.1% | +1.4% | +4.9% |
| 3M | +0.6% | +5.7% | -5.1% | -0.3% |
| 6M | -2.8% | +12.9% | -15.7% | -4.7% |
| YTD | +7.9% | -1.5% | +9.4% | +7.4% |
| 1Y | +6.7% | -4.8% | +11.4% | +6.6% |
| 3Y | +61.1% | +57.5% | +3.6% | +49.8% |
| 5Y | +73.0% | -5.5% | +78.5% | +69.3% |
| 10Y | +141.9% | +357.8% | -215.9% | +99.2% |
| All | +928.7% | +37,961.8% | -37,033.2% | +650.0% |
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