+16.6%
CCI vs RACE
+793.9%
-777.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | +0.1% | -1.3% |
| 7D | -0.4% | -2.5% | +2.1% | +0.3% |
| 30D | +2.7% | +0.8% | +1.9% | +2.4% |
| 3M | -18.2% | +17.2% | -35.4% | -22.1% |
| 6M | -14.8% | +13.6% | -28.4% | -18.4% |
| YTD | -12.6% | +12.2% | -24.8% | -16.2% |
| 1Y | -16.7% | -16.3% | -0.5% | -13.8% |
| 3Y | -10.5% | +36.4% | -47.0% | -23.1% |
| 5Y | -51.4% | +95.0% | -146.4% | -63.6% |
| All | +16.6% | +793.9% | -777.2% | -43.1% |
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