+7.7%
CARR vs OPEN
-85.3%
+93.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.7% | +4.4% | -1.7% |
| 7D | -4.1% | -10.5% | +6.4% | -3.3% |
| 30D | -11.0% | -21.8% | +10.8% | -9.3% |
| 3M | -16.4% | -37.5% | +21.1% | -13.6% |
| 6M | -2.4% | -44.1% | +41.7% | +1.3% |
| YTD | +8.4% | -52.0% | +60.4% | +13.4% |
| 1Y | -8.0% | -52.2% | +44.2% | -7.1% |
| 3Y | +0.6% | -25.9% | +26.5% | -12.5% |
| 5Y | +7.7% | -85.1% | +92.8% | -2.5% |
| All | +7.7% | -85.3% | +93.0% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 5y: compounded portfolio wealth divided by compounded OPEN 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…
5y analysis · Full analysis span regression · 6 months rolling