+139.2%
CNC vs RACE
+658.9%
-519.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.5% | -4.5% | -5.6% |
| 7D | +1.9% | +5.1% | -3.2% | +0.7% |
| 30D | +7.3% | +7.7% | -0.4% | +5.4% |
| 3M | +8.6% | +2.2% | +6.5% | +8.0% |
| 6M | +26.0% | +23.8% | +2.3% | +18.5% |
| YTD | +69.5% | +13.9% | +55.6% | +61.8% |
| 1Y | +88.0% | +3.8% | +84.2% | +84.0% |
| 3Y | -2.9% | +28.0% | -31.0% | -14.4% |
| 5Y | -6.0% | +64.9% | -70.9% | -25.8% |
| 10Y | +126.4% | +780.4% | -654.0% | +4.9% |
| All | +139.2% | +658.9% | -519.6% | +0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling