+156.3%
FDX vs RRC
+63.1%
+93.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +0.2% | -10.3% | +10.5% | +1.8% |
| 30D | +9.3% | +19.5% | -10.2% | +6.1% |
| 3M | +0.5% | +27.9% | -27.4% | -3.6% |
| 6M | +5.3% | +21.2% | -15.8% | +1.6% |
| YTD | +38.6% | +39.6% | -1.0% | +30.3% |
| 1Y | +53.5% | +31.3% | +22.3% | +45.5% |
| 3Y | +74.2% | +51.9% | +22.3% | +59.0% |
| 5Y | +75.3% | +110.2% | -34.9% | +45.6% |
| 10Y | +156.3% | +56.7% | +99.6% | +64.0% |
| All | +156.3% | +63.1% | +93.2% | +64.0% |
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