+175.4%
XME vs RACE
+93.6%
+81.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.8% |
| 7D | -0.1% | -2.5% | +2.4% | +0.7% |
| 30D | +6.0% | +0.8% | +5.2% | +5.7% |
| 3M | -7.7% | +17.2% | -24.9% | -12.5% |
| 6M | +1.0% | +13.6% | -12.6% | -3.6% |
| YTD | +14.6% | +12.2% | +2.4% | +9.3% |
| 1Y | +46.0% | -16.3% | +62.2% | +53.0% |
| 3Y | +127.0% | +36.4% | +90.6% | +82.8% |
| All | +175.4% | +93.6% | +81.8% | +78.9% |
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