+135.5%
CVE vs RACE
+740.2%
-604.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.5% |
| 7D | -10.0% | +0.2% | -10.2% | -10.2% |
| 30D | -11.9% | +6.6% | -18.5% | -14.0% |
| 3M | -5.9% | +2.2% | -8.1% | -7.2% |
| 6M | -1.6% | +22.4% | -23.9% | -10.1% |
| YTD | +66.3% | +13.8% | +52.5% | +53.6% |
| 1Y | +57.5% | +2.2% | +55.3% | +52.1% |
| 3Y | +65.4% | +25.6% | +39.8% | +36.4% |
| 5Y | +144.2% | +71.0% | +73.2% | +66.7% |
| 10Y | +135.5% | +739.1% | -603.6% | +9.1% |
| All | +135.5% | +740.2% | -604.7% | +9.1% |
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