+486.6%
COR vs RACE
+740.2%
-253.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.0% |
| 7D | +2.4% | +0.2% | +2.2% | +2.4% |
| 30D | +7.7% | +6.6% | +1.1% | +6.3% |
| 3M | +7.5% | +2.2% | +5.3% | +7.0% |
| 6M | +34.1% | +22.4% | +11.7% | +28.2% |
| YTD | +3.9% | +13.8% | -9.9% | +0.1% |
| 1Y | -3.6% | +2.2% | -5.9% | -4.9% |
| 3Y | +80.5% | +25.6% | +54.9% | +62.6% |
| 5Y | +194.9% | +71.0% | +123.9% | +136.9% |
| 10Y | +486.6% | +739.1% | -252.5% | +246.3% |
| All | +486.6% | +740.2% | -253.6% | +246.3% |
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