-15.4%
TSCO vs RACE
+40.8%
-56.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.5% |
| 7D | +0.8% | -2.5% | +3.3% | +1.3% |
| 30D | +5.5% | +0.8% | +4.7% | +5.2% |
| 3M | +20.0% | +17.2% | +2.8% | +15.3% |
| 6M | -29.8% | +13.6% | -43.4% | -32.1% |
| YTD | -28.7% | +12.2% | -40.9% | -31.1% |
| 1Y | -40.9% | -16.3% | -24.7% | -39.4% |
| All | -15.4% | +40.8% | -56.2% | -29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling