+296.3%
RCL vs RACE
+670.3%
-374.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -1.6% |
| 7D | +3.9% | +5.7% | -1.7% | +0.4% |
| 30D | +11.8% | +9.3% | +2.5% | +5.7% |
| 3M | -0.8% | +3.8% | -4.7% | -3.4% |
| 6M | +23.6% | +29.8% | -6.2% | +3.7% |
| YTD | +17.6% | +15.6% | +2.0% | +5.7% |
| 1Y | +28.3% | +5.1% | +23.2% | +22.2% |
| 3Y | +261.4% | +30.8% | +230.7% | +175.0% |
| 5Y | +245.3% | +67.4% | +177.9% | +119.1% |
| 10Y | +381.8% | +793.6% | -411.8% | +33.7% |
| All | +296.3% | +670.3% | -374.0% | +4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling