+50.3%
CSX vs RMD
-3.7%
+54.0%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.2% |
| 7D | -0.3% | -0.8% | +0.5% | -0.1% |
| 30D | +8.7% | +1.7% | +7.0% | +8.2% |
| 3M | +4.2% | +6.4% | -2.2% | +3.0% |
| 6M | +16.7% | +20.7% | -4.0% | +12.3% |
| YTD | +44.5% | -0.2% | +44.6% | +45.6% |
| 1Y | +50.3% | -4.5% | +54.8% | +53.8% |
| All | +50.3% | -3.7% | +54.0% | +53.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling