+57.2%
CVS vs RACE
+740.2%
-683.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.5% |
| 7D | -2.6% | +0.2% | -2.9% | -2.8% |
| 30D | +4.0% | +6.6% | -2.6% | +2.7% |
| 3M | -6.3% | +2.2% | -8.5% | -6.9% |
| 6M | -0.4% | +22.4% | -22.8% | -4.7% |
| YTD | +15.6% | +13.8% | +1.8% | +11.7% |
| 1Y | +18.3% | +2.2% | +16.1% | +16.7% |
| 3Y | +47.3% | +25.6% | +21.6% | +35.5% |
| 5Y | +13.2% | +71.0% | -57.8% | -5.1% |
| 10Y | +57.2% | +739.1% | -681.9% | +7.5% |
| All | +57.2% | +740.2% | -683.0% | +7.5% |
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