-4.6%
CARR vs PL
+176.6%
-181.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.3% | +1.1% |
| 7D | +1.6% | -9.3% | +10.9% | +1.9% |
| 30D | -8.7% | -18.9% | +10.2% | -8.1% |
| 3M | -12.6% | -58.4% | +45.8% | -10.7% |
| 6M | -1.5% | -30.3% | +28.8% | -0.4% |
| YTD | +14.3% | -8.1% | +22.4% | +14.3% |
| 1Y | -4.6% | +180.5% | -185.1% | -7.9% |
| All | -4.6% | +176.6% | -181.2% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 1y: compounded portfolio wealth divided by compounded PL 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…
1y analysis · Full analysis span regression · 6 months rolling