+427.3%
CSX vs RMD
+350.6%
+76.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.9% |
| 7D | -5.5% | +2.3% | -7.9% | -6.2% |
| 30D | +4.9% | +4.1% | +0.8% | +3.5% |
| 3M | -2.9% | +5.7% | -8.6% | -4.8% |
| 6M | +8.3% | +12.9% | -4.6% | +3.6% |
| YTD | +36.7% | -1.5% | +38.3% | +35.9% |
| 1Y | +41.5% | -4.8% | +46.3% | +42.0% |
| 3Y | +68.6% | +57.5% | +11.1% | +39.3% |
| 5Y | +48.4% | -5.5% | +53.9% | +42.6% |
| All | +427.3% | +350.6% | +76.7% | +244.8% |
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