+414.1%
CARR vs RACE
+216.7%
+197.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.8% | -2.9% |
| 7D | -4.1% | -2.2% | -1.9% | -3.3% |
| 30D | -11.0% | -0.4% | -10.6% | -10.9% |
| 3M | -16.4% | +17.9% | -34.3% | -22.4% |
| 6M | -2.4% | +19.3% | -21.6% | -10.2% |
| YTD | +8.4% | +11.9% | -3.4% | +2.1% |
| 1Y | -8.0% | -12.7% | +4.7% | -4.6% |
| 3Y | +0.6% | +41.1% | -40.5% | -19.8% |
| 5Y | +7.7% | +94.1% | -86.3% | -27.9% |
| All | +414.1% | +216.7% | +197.4% | +186.6% |
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