+35.2%
RRC vs SPY
+11.8%
+23.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | +2.5% | +3.3% | -0.8% | +3.2% |
| 30D | +21.1% | -2.7% | +23.8% | +20.2% |
| 3M | +28.4% | -1.7% | +30.1% | +27.8% |
| 6M | +26.5% | +3.1% | +23.4% | +28.9% |
| YTD | +47.0% | +11.9% | +35.1% | +53.7% |
| 1Y | +35.2% | +12.0% | +23.2% | +41.6% |
| All | +35.2% | +11.8% | +23.4% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling