+662.9%
CTAS vs RBA
+182.6%
+480.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.7% |
| 7D | 0.0% | -1.1% | +1.0% | +0.3% |
| 30D | -1.0% | -13.2% | +12.2% | +3.6% |
| 3M | +15.8% | -21.4% | +37.1% | +24.6% |
| 6M | -1.0% | -20.9% | +19.9% | +6.2% |
| YTD | +7.4% | -19.9% | +27.3% | +14.1% |
| 1Y | -0.1% | -28.7% | +28.5% | +10.2% |
| 3Y | +66.3% | +27.4% | +38.9% | +47.5% |
| 5Y | +111.0% | +41.7% | +69.2% | +73.6% |
| 10Y | +662.9% | +189.6% | +473.3% | +336.8% |
| All | +662.9% | +182.6% | +480.3% | +336.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RBA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling