-8.4%
CVE vs RMD
+14.1%
-22.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.9% |
| 7D | -14.1% | -5.3% | -8.7% | -14.8% |
| 30D | -11.6% | +8.4% | -20.1% | -8.7% |
| 3M | 0.0% | +7.1% | -7.1% | +2.6% |
| 6M | -8.4% | +15.8% | -24.2% | -2.9% |
| All | -8.4% | +14.1% | -22.5% | -2.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling