+903.6%
CNP vs RMD
+36,837.6%
-35,934.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +1.1% | -5.0% | +6.1% | +1.7% |
| 30D | -1.8% | +2.2% | -4.0% | -2.2% |
| 3M | -4.6% | +17.8% | -22.5% | -6.7% |
| 6M | -8.8% | -11.3% | +2.5% | -7.8% |
| YTD | +5.2% | -4.4% | +9.7% | +5.3% |
| 1Y | +8.3% | -15.7% | +24.0% | +10.0% |
| 3Y | +54.9% | +47.7% | +7.1% | +45.1% |
| 5Y | +73.5% | -19.2% | +92.7% | +73.3% |
| 10Y | +139.1% | +280.4% | -141.3% | +100.7% |
| All | +903.6% | +36,837.6% | -35,934.0% | +635.6% |
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 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