+73.2%
CVE vs RMD
+51.0%
+22.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | +2.5% | -5.0% | +7.5% | +2.8% |
| 30D | +16.7% | +2.2% | +14.5% | +16.4% |
| 3M | +9.3% | +17.8% | -8.6% | +7.3% |
| 6M | +43.6% | -11.3% | +54.9% | +46.4% |
| YTD | +93.6% | -4.4% | +98.0% | +95.0% |
| 1Y | +98.8% | -15.7% | +114.5% | +103.6% |
| All | +73.2% | +51.0% | +22.2% | +64.9% |
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