+122.5%
WCC vs RACE
+65.0%
+57.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.9% |
| 7D | -14.7% | +5.1% | -19.8% | -16.9% |
| 30D | -20.1% | +7.7% | -27.8% | -23.0% |
| 3M | -21.2% | +2.2% | -23.3% | -22.3% |
| 6M | -19.2% | +23.8% | -42.9% | -28.3% |
| YTD | +20.2% | +13.9% | +6.3% | +10.4% |
| 1Y | +14.5% | +3.8% | +10.7% | +10.2% |
| 3Y | +115.1% | +28.0% | +87.1% | +69.2% |
| All | +122.5% | +65.0% | +57.5% | +48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling