+153.5%
FDX vs RRC
+73.1%
+80.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | +5.2% | +6.4% | -1.2% | +4.2% |
| 30D | +11.3% | +23.9% | -12.6% | +7.4% |
| 3M | -4.1% | +30.2% | -34.3% | -8.2% |
| 6M | +9.6% | +26.3% | -16.6% | +5.2% |
| YTD | +40.9% | +48.1% | -7.2% | +31.3% |
| 1Y | +53.0% | +37.7% | +15.3% | +44.0% |
| 3Y | +74.1% | +60.3% | +13.8% | +57.6% |
| 5Y | +75.1% | +135.3% | -60.2% | +42.9% |
| All | +153.5% | +73.1% | +80.5% | +60.8% |
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