+58.2%
CDE vs RACE
+783.2%
-725.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | -2.0% | -2.6% | +0.7% | -0.5% |
| 30D | +15.7% | -1.1% | +16.8% | +16.5% |
| 3M | +30.5% | +12.5% | +18.0% | +22.6% |
| 6M | -7.4% | +17.4% | -24.8% | -14.8% |
| YTD | +17.9% | +10.1% | +7.8% | +11.1% |
| 1Y | +46.7% | -15.1% | +61.9% | +56.7% |
| 3Y | +851.3% | +38.9% | +812.4% | +632.0% |
| 5Y | +202.9% | +90.7% | +112.3% | +89.0% |
| 10Y | +58.2% | +801.8% | -743.7% | -48.8% |
| All | +58.2% | +783.2% | -725.0% | -48.8% |
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