+8.9%
CRCL vs RMD
-11.9%
+20.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -11.2% | -4.4% | -6.8% | -9.7% |
| 30D | +27.1% | -3.1% | +30.2% | +28.7% |
| 3M | +9.6% | +13.8% | -4.1% | +4.4% |
| 6M | -19.7% | -8.6% | -11.1% | -12.1% |
| YTD | +14.2% | -8.6% | +22.9% | +25.2% |
| 1Y | -32.2% | -19.7% | -12.6% | -16.1% |
| All | +8.9% | -11.9% | +20.7% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling