+41.9%
CVS vs RACE
+783.2%
-741.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -1.9% | -2.6% | +0.7% | -1.4% |
| 30D | -0.3% | -1.1% | +0.8% | -0.2% |
| 3M | -1.1% | +12.5% | -13.7% | -3.6% |
| 6M | +23.7% | +17.4% | +6.3% | +19.3% |
| YTD | +23.0% | +10.1% | +12.9% | +19.7% |
| 1Y | +37.2% | -15.1% | +52.3% | +40.0% |
| 3Y | +62.4% | +38.9% | +23.5% | +45.8% |
| 5Y | +31.8% | +90.7% | -58.8% | +7.4% |
| 10Y | +41.9% | +801.8% | -759.9% | -13.1% |
| All | +41.9% | +783.2% | -741.3% | -13.1% |
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