-7.3%
CARR vs PL
+99.3%
-106.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.3% | +1.4% | -1.8% |
| 7D | +0.6% | -13.9% | +14.5% | +1.2% |
| 30D | -8.7% | -25.5% | +16.8% | -7.7% |
| 3M | -18.4% | -44.8% | +26.4% | -17.0% |
| 6M | -0.6% | -33.3% | +32.7% | +1.0% |
| YTD | +10.9% | -12.7% | +23.6% | +10.9% |
| 1Y | -7.3% | +90.9% | -98.2% | -9.6% |
| All | -7.3% | +99.3% | -106.6% | -9.6% |
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