+22.3%
WCC vs RACE
+2.2%
+20.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.3% |
| 7D | -9.9% | +0.2% | -10.2% | -10.0% |
| 30D | -13.4% | +6.6% | -20.0% | -14.9% |
| 3M | -13.5% | +2.2% | -15.7% | -14.0% |
| 6M | -10.6% | +22.4% | -33.0% | -15.8% |
| YTD | +30.1% | +13.8% | +16.3% | +24.8% |
| 1Y | +22.3% | +2.2% | +20.1% | +22.4% |
| All | +22.3% | +2.2% | +20.1% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling