+465.9%
WCC vs RACE
+738.3%
-272.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.7% | +7.5% | +7.8% |
| 7D | -5.7% | +3.9% | -9.6% | -7.7% |
| 30D | -13.5% | +7.4% | -20.9% | -16.8% |
| 3M | -12.9% | +1.6% | -14.5% | -14.0% |
| 6M | -10.7% | +23.3% | -34.0% | -21.3% |
| YTD | +30.0% | +14.7% | +15.3% | +18.1% |
| 1Y | +24.7% | +2.5% | +22.2% | +20.2% |
| 3Y | +136.6% | +28.0% | +108.6% | +90.8% |
| 5Y | +143.9% | +69.8% | +74.1% | +62.6% |
| 10Y | +465.9% | +734.9% | -269.0% | +153.3% |
| All | +465.9% | +738.3% | -272.4% | +153.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling