+414.1%
CARR vs CNC
+25.9%
+388.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.6% |
| 7D | -4.1% | -3.9% | -0.3% | -3.6% |
| 30D | -11.0% | +0.8% | -11.8% | -11.1% |
| 3M | -16.4% | +0.1% | -16.5% | -16.6% |
| 6M | -2.4% | +79.7% | -82.0% | -11.0% |
| YTD | +8.4% | +58.9% | -50.5% | 0.0% |
| 1Y | -8.0% | +109.1% | -117.1% | -19.0% |
| 3Y | +0.6% | 0.0% | +0.6% | -4.3% |
| 5Y | +7.7% | +9.5% | -1.8% | -0.7% |
| All | +414.1% | +25.9% | +388.2% | +348.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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