+195.2%
TECK vs RACE
+93.6%
+101.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +1.1% |
| 7D | -0.3% | -2.5% | +2.2% | +0.6% |
| 30D | +4.6% | +0.8% | +3.8% | +4.2% |
| 3M | +2.8% | +17.2% | -14.3% | -3.3% |
| 6M | +24.9% | +13.6% | +11.3% | +18.5% |
| YTD | +44.7% | +12.2% | +32.5% | +37.5% |
| 1Y | +112.0% | -16.3% | +128.2% | +121.2% |
| 3Y | +67.6% | +36.4% | +31.1% | +35.5% |
| All | +195.2% | +93.6% | +101.6% | +84.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling