+58.1%
CVE vs RACE
+0.7%
+57.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +0.1% | -3.9% | +3.9% | -1.1% |
| 30D | -10.8% | +6.8% | -17.6% | -8.9% |
| 3M | -4.3% | +1.3% | -5.7% | -3.5% |
| 6M | -1.5% | +26.3% | -27.7% | +6.1% |
| YTD | +70.7% | +13.8% | +56.9% | +77.2% |
| 1Y | +58.1% | -0.5% | +58.6% | +70.9% |
| All | +58.1% | +0.7% | +57.4% | +70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling