+91.7%
CNC vs RACE
+783.2%
-691.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | -4.9% | -2.6% | -2.2% | -4.2% |
| 30D | -3.8% | -1.1% | -2.7% | -3.6% |
| 3M | -3.2% | +12.5% | -15.8% | -6.8% |
| 6M | +47.9% | +17.4% | +30.5% | +40.1% |
| YTD | +55.7% | +10.1% | +45.6% | +49.7% |
| 1Y | +106.2% | -15.1% | +121.4% | +112.5% |
| 3Y | -2.1% | +38.9% | -41.0% | -17.3% |
| 5Y | +3.4% | +90.7% | -87.3% | -25.0% |
| 10Y | +91.7% | +801.8% | -710.2% | -23.6% |
| All | +91.7% | +783.2% | -691.5% | -23.6% |
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