-4.6%
CARR vs BDX
+27.3%
-31.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.4% |
| 7D | +1.6% | -2.5% | +4.1% | +2.1% |
| 30D | -8.7% | +8.3% | -17.0% | -10.2% |
| 3M | -12.6% | +24.4% | -37.0% | -17.5% |
| 6M | -1.5% | +9.2% | -10.7% | -3.0% |
| YTD | +14.3% | +22.7% | -8.4% | +8.1% |
| 1Y | -4.6% | +25.9% | -30.5% | -9.9% |
| All | -4.6% | +27.3% | -31.9% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling