+172.5%
CNC vs RACE
+717.8%
-545.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.4% |
| 7D | -5.3% | -4.0% | -1.3% | -4.2% |
| 30D | +2.0% | +3.5% | -1.5% | +1.2% |
| 3M | +4.8% | -0.4% | +5.2% | +4.8% |
| 6M | +18.5% | +23.2% | -4.7% | +11.4% |
| YTD | +70.8% | +11.0% | +59.8% | +64.0% |
| 1Y | +94.1% | -2.2% | +96.3% | +93.1% |
| 3Y | -2.2% | +22.5% | -24.8% | -13.3% |
| 5Y | -7.4% | +63.2% | -70.5% | -28.0% |
| All | +172.5% | +717.8% | -545.3% | +21.0% |
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 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