+577.4%
WCC vs RACE
+658.9%
-81.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.9% |
| 7D | -14.7% | +5.1% | -19.8% | -17.0% |
| 30D | -20.1% | +7.7% | -27.8% | -23.1% |
| 3M | -21.2% | +2.2% | -23.3% | -22.4% |
| 6M | -19.2% | +23.8% | -42.9% | -28.5% |
| YTD | +20.2% | +13.9% | +6.3% | +10.1% |
| 1Y | +14.5% | +3.8% | +10.7% | +9.7% |
| 3Y | +115.1% | +28.0% | +87.1% | +76.4% |
| 5Y | +121.5% | +64.9% | +56.6% | +55.1% |
| 10Y | +468.1% | +780.4% | -312.2% | +105.3% |
| All | +577.4% | +658.9% | -81.5% | +142.0% |
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