+381.4%
EAT vs RRC
+4.5%
+376.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.9% | -3.2% |
| 7D | -6.8% | -1.7% | -5.1% | -6.5% |
| 30D | -5.4% | +3.6% | -9.0% | -6.1% |
| 3M | +42.8% | +8.8% | +33.9% | +40.0% |
| 6M | +56.5% | +0.8% | +55.7% | +55.1% |
| YTD | +50.0% | +19.0% | +31.1% | +43.4% |
| 1Y | +38.3% | +22.9% | +15.4% | +30.4% |
| 3Y | +591.6% | +32.3% | +559.3% | +534.0% |
| 5Y | +312.6% | +151.6% | +161.1% | +217.3% |
| 10Y | +381.4% | +5.5% | +375.9% | +196.2% |
| All | +381.4% | +4.5% | +376.9% | +196.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling