+293.7%
CAH vs RACE
+793.3%
-499.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.5% |
| 7D | +0.5% | -1.0% | +1.5% | +0.7% |
| 30D | +1.7% | -1.5% | +3.3% | +2.0% |
| 3M | +17.9% | +15.5% | +2.4% | +13.9% |
| 6M | +10.9% | +17.3% | -6.4% | +6.4% |
| YTD | +17.9% | +11.1% | +6.7% | +13.9% |
| 1Y | +61.7% | -14.3% | +76.0% | +65.6% |
| 3Y | +183.7% | +40.2% | +143.6% | +148.7% |
| 5Y | +401.3% | +92.6% | +308.8% | +291.8% |
| 10Y | +293.7% | +786.6% | -492.9% | +103.8% |
| All | +293.7% | +793.3% | -499.6% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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