+197.6%
CDE vs RACE
+92.4%
+105.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.8% | -2.2% |
| 7D | +2.3% | -1.0% | +3.3% | +2.9% |
| 30D | +18.8% | -1.5% | +20.3% | +19.8% |
| 3M | +23.5% | +15.5% | +8.0% | +14.9% |
| 6M | -8.6% | +17.3% | -25.9% | -15.6% |
| YTD | +16.0% | +11.1% | +4.9% | +9.2% |
| 1Y | +42.1% | -14.3% | +56.3% | +50.7% |
| 3Y | +835.9% | +40.2% | +795.7% | +589.1% |
| 5Y | +197.6% | +92.6% | +105.0% | +71.4% |
| All | +197.6% | +92.4% | +105.2% | +71.4% |
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