-2.9%
TSCO vs RACE
+92.4%
-95.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.1% |
| 7D | +1.7% | -1.0% | +2.7% | +1.9% |
| 30D | +2.8% | -1.5% | +4.4% | +3.1% |
| 3M | +17.9% | +15.5% | +2.4% | +12.5% |
| 6M | -28.6% | +17.3% | -45.9% | -32.1% |
| YTD | -28.0% | +11.1% | -39.2% | -30.9% |
| 1Y | -39.9% | -14.3% | -25.6% | -38.0% |
| 3Y | -14.0% | +40.2% | -54.2% | -28.3% |
| 5Y | -2.9% | +92.6% | -95.5% | -29.6% |
| All | -2.9% | +92.4% | -95.4% | -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 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