+98.8%
CVE vs RMD
-14.6%
+113.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.4% |
| 7D | +2.5% | -5.0% | +7.5% | +1.8% |
| 30D | +16.7% | +2.2% | +14.5% | +16.9% |
| 3M | +9.3% | +17.8% | -8.6% | +10.8% |
| 6M | +43.6% | -11.3% | +54.9% | +51.1% |
| YTD | +93.6% | -4.4% | +98.0% | +100.0% |
| 1Y | +98.8% | -15.7% | +114.5% | +106.2% |
| All | +98.8% | -14.6% | +113.4% | +106.2% |
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