+712.2%
WCC vs RACE
+647.6%
+64.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.9% | +5.8% | +4.8% |
| 7D | +4.5% | -2.5% | +7.0% | +5.8% |
| 30D | -5.8% | +0.8% | -6.6% | -6.3% |
| 3M | -3.7% | +17.2% | -20.8% | -11.6% |
| 6M | +23.1% | +13.6% | +9.5% | +14.1% |
| YTD | +44.2% | +12.2% | +31.9% | +33.4% |
| 1Y | +62.1% | -16.3% | +78.4% | +72.3% |
| 3Y | +121.1% | +36.4% | +84.7% | +75.2% |
| 5Y | +214.0% | +95.0% | +119.0% | +102.3% |
| 10Y | +472.8% | +813.2% | -340.5% | +105.1% |
| All | +712.2% | +647.6% | +64.6% | +193.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling