-20.0%
CPNG vs RMD
+49.9%
-69.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.1% |
| 7D | -1.1% | -4.4% | +3.3% | -0.5% |
| 30D | -7.4% | -3.1% | -4.2% | -6.9% |
| 3M | -12.3% | +13.8% | -26.1% | -13.8% |
| 6M | -19.4% | -8.6% | -10.9% | -18.5% |
| YTD | -35.9% | -8.6% | -27.3% | -35.2% |
| 1Y | -53.4% | -19.7% | -33.7% | -52.1% |
| 3Y | -20.0% | +48.4% | -68.4% | -21.7% |
| All | -20.0% | +49.9% | -69.9% | -21.7% |
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