+5,556.5%
CNQ vs RMD
+3,584.2%
+1,972.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +0.1% | -4.4% | +4.5% | +1.3% |
| 30D | +6.2% | -3.1% | +9.3% | +6.9% |
| 3M | +12.4% | +13.8% | -1.4% | +7.5% |
| 6M | +9.0% | -8.6% | +17.6% | +10.4% |
| YTD | +52.2% | -8.6% | +60.9% | +53.9% |
| 1Y | +65.0% | -19.7% | +84.7% | +72.8% |
| 3Y | +78.8% | +48.4% | +30.5% | +51.3% |
| 5Y | +286.0% | -22.7% | +308.7% | +287.4% |
| 10Y | +420.7% | +272.5% | +148.2% | +211.9% |
| All | +5,556.5% | +3,584.2% | +1,972.3% | +2,074.9% |
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