+36.1%
CCL vs RACE
+68.9%
-32.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.5% | -3.9% | +2.3% | +1.5% |
| 30D | +16.5% | +6.8% | +9.6% | +11.0% |
| 3M | +11.2% | +1.3% | +9.9% | +9.9% |
| 6M | +22.6% | +26.3% | -3.7% | +1.9% |
| YTD | +2.6% | +13.8% | -11.2% | -7.8% |
| 1Y | +17.0% | -0.5% | +17.4% | +16.1% |
| 3Y | +145.5% | +25.6% | +119.9% | +68.9% |
| 5Y | +36.1% | +67.6% | -31.5% | -41.5% |
| All | +36.1% | +68.9% | -32.8% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling