+138.7%
WCC vs RACE
+26.1%
+112.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | +3.3% | -3.9% | +7.2% | +4.8% |
| 30D | -9.4% | +6.8% | -16.3% | -11.6% |
| 3M | -10.5% | +1.3% | -11.8% | -11.1% |
| 6M | -10.4% | +26.3% | -36.7% | -18.4% |
| YTD | +34.4% | +13.8% | +20.6% | +26.6% |
| 1Y | +27.7% | -0.5% | +28.1% | +26.7% |
| All | +138.7% | +26.1% | +112.6% | +104.7% |
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