+368.9%
CRL vs RRC
+63.1%
+305.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.4% | +4.7% |
| 7D | +4.4% | -10.3% | +14.7% | +5.6% |
| 30D | +17.1% | +19.5% | -2.4% | +14.7% |
| 3M | +32.1% | +27.9% | +4.2% | +28.3% |
| 6M | +98.9% | +21.2% | +77.8% | +94.0% |
| YTD | +77.1% | +39.6% | +37.6% | +69.6% |
| 1Y | +110.3% | +31.3% | +79.0% | +102.6% |
| 3Y | +108.5% | +51.9% | +56.6% | +97.0% |
| 5Y | -7.9% | +110.2% | -118.0% | -16.7% |
| 10Y | +368.9% | +56.7% | +312.3% | +264.8% |
| All | +368.9% | +63.1% | +305.9% | +264.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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