+414.1%
CARR vs NUE
+880.7%
-466.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.3% | -1.9% |
| 7D | -4.1% | -2.7% | -1.5% | -3.2% |
| 30D | -11.0% | -6.1% | -4.9% | -9.1% |
| 3M | -16.4% | +2.2% | -18.6% | -17.7% |
| 6M | -2.4% | +50.8% | -53.1% | -17.0% |
| YTD | +8.4% | +57.5% | -49.1% | -9.3% |
| 1Y | -8.0% | +82.5% | -90.4% | -27.4% |
| 3Y | +0.6% | +61.7% | -61.1% | -19.5% |
| 5Y | +7.7% | +145.1% | -137.4% | -29.3% |
| All | +414.1% | +880.7% | -466.7% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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