+110.6%
WCC vs RACE
+30.0%
+80.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.3% | -7.2% | -8.7% |
| 7D | -21.9% | +5.7% | -27.5% | -23.5% |
| 30D | -25.4% | +9.3% | -34.7% | -27.8% |
| 3M | -23.1% | +3.8% | -26.9% | -24.3% |
| 6M | -18.1% | +29.8% | -47.8% | -26.2% |
| YTD | +17.7% | +15.6% | +2.1% | +10.2% |
| 1Y | +12.4% | +5.1% | +7.3% | +9.1% |
| All | +110.6% | +30.0% | +80.5% | +78.4% |
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 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