+27.2%
CB vs RACE
+3.0%
+24.2%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | -1.5% | +3.9% | -5.4% | -1.8% |
| 30D | +6.5% | +7.4% | -0.9% | +6.0% |
| 3M | +4.1% | +1.6% | +2.5% | +3.8% |
| 6M | +14.4% | +23.3% | -8.9% | +12.0% |
| YTD | +17.5% | +14.7% | +2.8% | +16.6% |
| All | +27.2% | +3.0% | +24.2% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling