+135.8%
CVE vs RACE
+752.7%
-616.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.0% |
| 7D | -14.1% | +5.7% | -19.7% | -15.9% |
| 30D | -11.6% | +9.3% | -20.9% | -14.5% |
| 3M | 0.0% | +3.8% | -3.8% | -1.8% |
| 6M | -8.4% | +29.8% | -38.2% | -18.2% |
| YTD | +65.9% | +15.6% | +50.3% | +52.5% |
| 1Y | +69.4% | +5.1% | +64.3% | +61.9% |
| 3Y | +55.9% | +30.8% | +25.1% | +26.3% |
| 5Y | +146.2% | +67.4% | +78.7% | +70.8% |
| All | +135.8% | +752.7% | -616.9% | +6.8% |
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 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