+332.3%
CRS vs RACE
+24.7%
+307.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.1% |
| 7D | +4.8% | -1.2% | +6.0% | +5.2% |
| 30D | -23.2% | +6.1% | -29.3% | -24.7% |
| 3M | -45.5% | -0.3% | -45.2% | -45.6% |
| 6M | -33.1% | +23.4% | -56.5% | -38.5% |
| YTD | -7.2% | +12.5% | -19.7% | -12.2% |
| 1Y | -10.0% | -0.5% | -9.6% | -10.8% |
| 3Y | +332.3% | +23.6% | +308.7% | +314.3% |
| All | +332.3% | +24.7% | +307.6% | +314.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling