+311.1%
SPOT vs RRC
+302.4%
+8.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +2.3% |
| 7D | +1.6% | +6.4% | -4.8% | +0.9% |
| 30D | +16.9% | +23.9% | -7.0% | +13.8% |
| 3M | +23.0% | +30.2% | -7.2% | +18.9% |
| 6M | +42.2% | +26.3% | +15.9% | +37.8% |
| YTD | +5.5% | +48.1% | -42.6% | +0.1% |
| 1Y | -5.1% | +37.7% | -42.7% | -9.2% |
| 3Y | +257.9% | +60.3% | +197.6% | +232.4% |
| 5Y | +118.4% | +135.3% | -16.9% | +89.9% |
| All | +311.1% | +302.4% | +8.7% | +233.3% |
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