+905.1%
CRS vs RACE
+738.3%
+166.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.7% | +9.1% | +9.4% |
| 7D | +4.9% | +3.9% | +1.0% | +2.7% |
| 30D | -20.8% | +7.4% | -28.2% | -23.9% |
| 3M | -46.4% | +1.6% | -48.1% | -47.1% |
| 6M | -28.6% | +23.3% | -51.9% | -37.5% |
| YTD | -2.8% | +14.7% | -17.5% | -12.3% |
| 1Y | -6.7% | +2.5% | -9.3% | -10.3% |
| 3Y | +368.0% | +28.0% | +340.0% | +271.8% |
| 5Y | +852.9% | +69.8% | +783.1% | +517.6% |
| 10Y | +905.1% | +734.9% | +170.2% | +139.9% |
| All | +905.1% | +738.3% | +166.8% | +139.9% |
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