+141.3%
TSCO vs RACE
+647.6%
-506.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.6% |
| 7D | +0.8% | -2.5% | +3.3% | +1.4% |
| 30D | +5.5% | +0.8% | +4.7% | +5.1% |
| 3M | +20.0% | +17.2% | +2.8% | +14.8% |
| 6M | -29.8% | +13.6% | -43.4% | -32.3% |
| YTD | -28.7% | +12.2% | -40.9% | -31.3% |
| 1Y | -40.9% | -16.3% | -24.7% | -39.0% |
| 3Y | -15.9% | +36.4% | -52.4% | -25.1% |
| 5Y | -3.5% | +95.0% | -98.4% | -22.6% |
| 10Y | +142.2% | +813.2% | -671.0% | +50.7% |
| All | +141.3% | +647.6% | -506.4% | +51.8% |
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