+62.0%
CVE vs RMD
-4.0%
+66.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.8% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | -12.0% | +1.9% | -13.9% | -11.2% |
| 3M | -3.8% | +6.3% | -10.1% | -2.3% |
| 6M | -2.7% | +18.2% | -21.0% | +0.7% |
| YTD | +73.6% | +0.3% | +73.3% | +81.3% |
| 1Y | +62.0% | -4.3% | +66.3% | +70.3% |
| All | +62.0% | -4.0% | +66.0% | +70.3% |
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