+215.6%
RSP vs CCL
-27.9%
+243.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.2% | -1.9% | +1.5% |
| 7D | +0.4% | +3.1% | -2.6% | -0.2% |
| 30D | +3.7% | +17.5% | -13.8% | +0.4% |
| 3M | +0.8% | +6.8% | -6.1% | -1.0% |
| 6M | +9.1% | +18.7% | -9.6% | +4.5% |
| YTD | +16.7% | +3.0% | +13.7% | +14.0% |
| 1Y | +19.7% | +17.7% | +2.0% | +13.5% |
| 3Y | +66.7% | +155.6% | -88.9% | +31.2% |
| 5Y | +48.7% | +30.2% | +18.5% | +25.0% |
| 10Y | +215.6% | -28.5% | +244.0% | +178.8% |
| All | +215.6% | -27.9% | +243.4% | +178.8% |
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