+246.7%
CB vs RACE
+741.5%
-494.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.0% | -3.9% | +2.8% | -0.1% |
| 30D | +7.3% | +6.8% | +0.5% | +5.7% |
| 3M | +7.0% | +1.3% | +5.7% | +6.5% |
| 6M | +16.3% | +26.3% | -9.9% | +9.5% |
| YTD | +19.7% | +13.8% | +5.9% | +15.0% |
| 1Y | +27.8% | -0.5% | +28.2% | +26.7% |
| 3Y | +72.0% | +25.6% | +46.4% | +54.8% |
| 5Y | +104.9% | +67.6% | +37.3% | +65.4% |
| 10Y | +246.7% | +724.7% | -477.9% | +94.9% |
| All | +246.7% | +741.5% | -494.8% | +94.9% |
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