+810.1%
RACE vs COO
+49.3%
+760.7%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.3% |
| 7D | -2.5% | -2.2% | -0.3% | -1.7% |
| 30D | +0.8% | -7.0% | +7.8% | +3.5% |
| 3M | +17.2% | +12.2% | +4.9% | +11.7% |
| 6M | +13.6% | -15.1% | +28.7% | +20.5% |
| YTD | +12.2% | -15.1% | +27.3% | +18.9% |
| 1Y | -16.3% | +2.3% | -18.6% | -17.8% |
| 3Y | +36.4% | -23.7% | +60.1% | +44.4% |
| 5Y | +95.0% | -38.9% | +133.9% | +122.6% |
| All | +810.1% | +49.3% | +760.7% | +600.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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