+414.1%
CARR vs PNC
+260.5%
+153.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.2% | -2.7% |
| 7D | -4.1% | -0.9% | -3.2% | -3.7% |
| 30D | -11.0% | -4.4% | -6.5% | -9.1% |
| 3M | -16.4% | +5.3% | -21.6% | -18.5% |
| 6M | -2.4% | +19.6% | -21.9% | -10.5% |
| YTD | +8.4% | +19.1% | -10.7% | -0.7% |
| 1Y | -8.0% | +24.3% | -32.3% | -17.6% |
| 3Y | +0.6% | +132.2% | -131.6% | -33.4% |
| 5Y | +7.7% | +52.3% | -44.6% | -14.9% |
| All | +414.1% | +260.5% | +153.6% | +206.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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