Well..........
Thanks, Seth - I will have to pay close attention this weekend and see if there is any difference from one tack to the next. Generally, the boat is closest to neutral on a beat, this problem is more evident on a reach. I've only used the boat with the new sails I bought for it and they are full batten, loose footed. It may be that the cut is a bit different. Am i correct in approaching the boat this way....The "cut" of the sails should not have any significant impact on what is happening, and the fact that you see this more on a reach seems more like the mainsail is under-trimmed relative to the genoa..Does this happen even in windy conditions or just in lighter air?
* Lengthen headstay the last hole in link plateOK
* Tighten backstay and shrouds.OK
* note the aft lower stays are quite loose as outlined in the tuning guide for E26 on this site - assume i leave those loose. They should be a bit looser, but not totally loose. When you are sailing close hauled, sight up the mainsail track from the windward side. You should not see any sag in the mast to leeward where the lowers attach to the mast. If you do, they are too loose. The mast should be in column all the way up
* I have not made much use of the backstay adjuster, but if i feel lee helm, i assume now i should sock that down, see if that any impact.Tightening the backstay will reduce weather helm, not the other way around. The reason is that tightening the backstay will flatten the sail, which will depower it, and reduce weather helm. This is not the solution to your problem, but is a proper tool for adjusting the power you have for any given condition
From what i've been reading, it sounds like i should default setting main to more power.....(ease outhaul, halyard tension)-sort of, but your problem seems to be something way above and beyond these kinds of details. If it is windy you need a flat main, if it is light you should have a full main. Sailing around with a full main in big breeze is never the right thing to do. Keep in mind this boat has quite a bit of sail area for size and weight, and unless you reduce sail at the right times, it is PRONE to weather helm-not the opposite. SO, if mast rake is the cause of the problem, you have a severe rake issue (too far forward by a long way). If this is mainly a light air issue I am less concerned, and small things can fix it, but if you see this is over 10 knots of breeze it is something else.
You mentioned loading as a factor - is lee helm typically a a matter of too much weight in the stern or bow? Too much weight aft will cause some lee helm, and too much weight fwd will cause weather helm Thoughts?
If this is really happening in winds over 10 knots or so, and trimming in the mainsail when reaching (but not overtrimming) does not fix it, you need to look underneath the boat.
In general, when sailing close hauled in say 5-10 knots of breeze (with jib cars set correctly, halyards tensioned correctly (for the sake of argument, just enough to remove wrinkles-although there is more to it than this), and the mainsail trimmed in just to the point where it stops luffing (leech telltales flying), you should see the boat very slowly head up into the wind when you let go of the helm, or go dead straight. If it goes straight, trim in a bit more on the mainsheet and the boat should begin to head up into the wind. If you see this situation you are in good shape.. Sailing close-hauled in anything above 10 or 12, the boat should always slowly head up into the wind when the helm is released with sails trimmed optimally for upwind sailing. If it goes straight, do the same thing. At least you are not far off....
When reaching in light air, it should go straight. If there is a SLIGHT tendency to bear away (lee helm), that is not too serious, try sheeting the main a bit tighter.
If it bears away when it is windy (as I understand it), and especially if it does this with just a mainsail up, it is either extreme forward rake or something underwater.
To check rake, attach something heavy (screwdriver or wrench) to the main halyard and ease it down until the tool hits the deck (you need to do this at the dock on a calm day). If the tool lands forward of the mast step (unlikely), then you DO have extreme forward rake, and this could be a big part of the issue. It should land between 1-6" behind the aft side of the mast step.
Why don't we check the amount of rake first and go from there before changing things around?