+51.2%
CG vs RACE
+26.8%
+24.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -1.2% |
| 7D | +2.0% | +0.2% | +1.7% | +2.0% |
| 30D | +8.5% | +6.6% | +1.9% | +6.3% |
| 3M | -12.1% | +2.2% | -14.3% | -12.7% |
| 6M | -16.4% | +22.4% | -38.8% | -22.0% |
| YTD | -28.0% | +13.8% | -41.8% | -31.5% |
| 1Y | -18.9% | +2.2% | -21.1% | -19.9% |
| 3Y | +51.2% | +25.6% | +25.6% | +37.0% |
| All | +51.2% | +26.8% | +24.5% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling