+414.1%
CARR vs AEE
+64.8%
+349.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.0% | -2.0% |
| 7D | -4.1% | -0.7% | -3.5% | -4.0% |
| 30D | -11.0% | -2.0% | -9.0% | -10.5% |
| 3M | -16.4% | -2.8% | -13.5% | -15.9% |
| 6M | -2.4% | -3.6% | +1.2% | -1.6% |
| YTD | +8.4% | +7.3% | +1.1% | +6.4% |
| 1Y | -8.0% | +8.7% | -16.7% | -10.1% |
| 3Y | +0.6% | +46.0% | -45.4% | -9.2% |
| 5Y | +7.7% | +39.8% | -32.0% | -1.7% |
| All | +414.1% | +64.8% | +349.2% | +366.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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