+206.0%
CARR vs OPEN
-70.7%
+276.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.4% | +1.0% |
| 7D | +1.6% | -4.3% | +5.8% | +1.9% |
| 30D | -8.7% | -16.2% | +7.5% | -7.6% |
| 3M | -12.6% | -36.4% | +23.8% | -10.0% |
| 6M | -1.5% | -35.5% | +33.9% | +0.8% |
| YTD | +14.3% | -46.0% | +60.3% | +18.1% |
| 1Y | -4.6% | -47.1% | +42.6% | -4.4% |
| 3Y | +7.3% | -19.0% | +26.4% | -5.8% |
| 5Y | +11.6% | -83.6% | +95.2% | -1.6% |
| All | +206.0% | -70.7% | +276.7% | +134.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling