+74.5%
CSX vs RMD
+64.1%
+10.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.7% |
| 7D | -2.2% | +1.2% | -3.4% | -2.4% |
| 30D | +6.8% | +2.5% | +4.3% | +6.3% |
| 3M | +0.7% | +11.5% | -10.9% | -1.3% |
| 6M | +13.3% | +14.7% | -1.4% | +10.2% |
| YTD | +40.5% | -1.3% | +41.9% | +40.3% |
| 1Y | +44.7% | -5.3% | +49.9% | +45.5% |
| 3Y | +74.5% | +68.8% | +5.7% | +60.5% |
| All | +74.5% | +64.1% | +10.4% | +60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling