-69.3%
CPNG vs RMD
+22.2%
-91.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.3% |
| 7D | -1.1% | -4.4% | +3.3% | +0.3% |
| 30D | -7.4% | -3.1% | -4.2% | -6.3% |
| 3M | -12.3% | +13.8% | -26.1% | -16.3% |
| 6M | -19.4% | -8.6% | -10.9% | -17.5% |
| YTD | -35.9% | -8.6% | -27.3% | -34.5% |
| 1Y | -53.4% | -19.7% | -33.7% | -50.3% |
| 3Y | -20.0% | +48.4% | -68.4% | -37.4% |
| 5Y | -49.6% | -22.7% | -26.8% | -52.1% |
| All | -69.3% | +22.2% | -91.5% | -70.1% |
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