+175.5%
FDX vs RRC
+7.9%
+167.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | -3.3% | -1.2% | -2.1% | -3.1% |
| 30D | -1.4% | +9.4% | -10.8% | -2.8% |
| 3M | -4.5% | +7.4% | -11.9% | -5.7% |
| 6M | +9.4% | +1.5% | +7.9% | +8.6% |
| YTD | +36.0% | +19.4% | +16.6% | +31.4% |
| 1Y | +75.5% | +24.2% | +51.3% | +68.0% |
| 3Y | +62.8% | +32.8% | +30.0% | +51.8% |
| 5Y | +64.4% | +152.9% | -88.5% | +31.7% |
| 10Y | +175.5% | +3.9% | +171.6% | +94.3% |
| All | +175.5% | +7.9% | +167.6% | +94.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling