+330.2%
RCL vs RACE
+717.8%
-387.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.5% | -2.3% |
| 7D | -0.2% | -4.0% | +3.8% | +2.6% |
| 30D | +14.4% | +3.5% | +10.8% | +11.8% |
| 3M | +5.2% | -0.4% | +5.6% | +5.2% |
| 6M | +26.1% | +23.2% | +3.0% | +8.4% |
| YTD | +17.4% | +11.0% | +6.4% | +7.6% |
| 1Y | +24.7% | -2.2% | +26.9% | +24.4% |
| 3Y | +250.9% | +22.5% | +228.4% | +171.9% |
| 5Y | +293.8% | +63.2% | +230.7% | +141.6% |
| All | +330.2% | +717.8% | -387.6% | +37.4% |
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