+320.1%
CG vs RACE
+738.3%
-418.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.7% | +5.9% | +6.2% |
| 7D | +3.0% | +3.9% | -0.9% | +1.0% |
| 30D | +10.1% | +7.4% | +2.7% | +6.0% |
| 3M | -10.8% | +1.6% | -12.4% | -11.6% |
| 6M | -15.2% | +23.3% | -38.5% | -25.1% |
| YTD | -26.9% | +14.7% | -41.6% | -33.6% |
| 1Y | -17.0% | +2.5% | -19.6% | -19.8% |
| 3Y | +54.6% | +28.0% | +26.7% | +23.0% |
| 5Y | -16.7% | +69.8% | -86.6% | -45.8% |
| 10Y | +320.1% | +734.9% | -414.8% | +53.8% |
| All | +320.1% | +738.3% | -418.2% | +53.8% |
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