+65.2%
CSGP vs RMD
+350.6%
-285.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.7% | -3.0% | -4.1% |
| 7D | +1.3% | +2.3% | -1.1% | +0.5% |
| 30D | +10.7% | +4.1% | +6.6% | +8.8% |
| 3M | +3.3% | +5.7% | -2.4% | +0.9% |
| 6M | -10.3% | +12.9% | -23.2% | -14.7% |
| YTD | -54.6% | -1.5% | -53.1% | -54.7% |
| 1Y | -54.6% | -4.8% | -49.9% | -54.3% |
| 3Y | -60.3% | +57.5% | -117.8% | -67.4% |
| 5Y | -63.3% | -5.5% | -57.8% | -64.6% |
| All | +65.2% | +350.6% | -285.4% | -1.4% |
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