-2.4%
CARR vs DOW
-12.5%
+10.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.1% |
| 7D | -4.1% | -2.4% | -1.8% | -4.6% |
| 30D | -11.0% | -4.1% | -6.9% | -11.7% |
| 3M | -16.4% | -12.4% | -3.9% | -18.0% |
| 6M | -2.4% | -10.6% | +8.3% | -3.0% |
| All | -2.4% | -12.5% | +10.1% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 6mo: compounded portfolio wealth divided by compounded DOW 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…
6mo analysis · Full analysis span regression · 6 months rolling