+275.4%
RMD vs CPB
-44.2%
+319.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.0% | -0.6% |
| 7D | -4.7% | -8.0% | +3.3% | -3.0% |
| 30D | +0.2% | -2.4% | +2.6% | +0.7% |
| 3M | +12.0% | +0.5% | +11.5% | +11.6% |
| 6M | -12.5% | -10.5% | -2.1% | -10.7% |
| YTD | -7.9% | -17.5% | +9.6% | -4.5% |
| 1Y | -20.4% | -31.0% | +10.6% | -14.2% |
| 3Y | +53.1% | -40.6% | +93.7% | +68.3% |
| 5Y | -22.1% | -37.7% | +15.6% | -16.2% |
| 10Y | +275.4% | -43.4% | +318.8% | +303.2% |
| All | +275.4% | -44.2% | +319.6% | +303.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CPB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling