+215.7%
RSP vs CCL
-29.3%
+245.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -0.3% | -1.5% | +1.2% | 0.0% |
| 30D | +4.4% | +16.5% | -12.0% | +1.3% |
| 3M | +1.3% | +11.2% | -9.9% | -1.2% |
| 6M | +10.0% | +22.6% | -12.6% | +4.8% |
| YTD | +17.6% | +2.6% | +15.0% | +14.9% |
| 1Y | +19.2% | +17.0% | +2.3% | +13.2% |
| 3Y | +66.0% | +145.5% | -79.5% | +31.8% |
| 5Y | +50.4% | +36.1% | +14.3% | +25.3% |
| 10Y | +215.7% | -29.4% | +245.1% | +179.5% |
| All | +215.7% | -29.3% | +245.0% | +179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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