+265.3%
XME vs RACE
+732.7%
-467.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.5% | +4.8% | +3.9% |
| 7D | -4.5% | +5.1% | -9.6% | -6.4% |
| 30D | -10.9% | +7.7% | -18.6% | -13.5% |
| 3M | -15.3% | +2.2% | -17.4% | -16.2% |
| 6M | -24.6% | +23.8% | -48.4% | -31.2% |
| YTD | -9.6% | +13.9% | -23.5% | -15.6% |
| 1Y | +2.9% | +3.8% | -0.9% | -0.2% |
| 3Y | +86.9% | +28.0% | +58.9% | +55.7% |
| 5Y | +115.2% | +64.9% | +50.2% | +54.8% |
| All | +265.3% | +732.7% | -467.4% | +35.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling