+425.9%
CARR vs BHP
+385.1%
+40.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.2% | -2.1% |
| 7D | +0.6% | +0.9% | -0.2% | +0.3% |
| 30D | -8.7% | +4.0% | -12.7% | -9.9% |
| 3M | -18.4% | +11.3% | -29.6% | -21.4% |
| 6M | -0.6% | +29.3% | -29.9% | -9.0% |
| YTD | +10.9% | +59.2% | -48.3% | -5.0% |
| 1Y | -7.3% | +80.8% | -88.1% | -23.9% |
| 3Y | +2.9% | +88.0% | -85.1% | -17.7% |
| 5Y | +9.6% | +126.6% | -117.0% | -18.2% |
| All | +425.9% | +385.1% | +40.9% | +271.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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