-6.4%
CARR vs PSX
+103.3%
-109.6%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.1% | +1.5% |
| 7D | -3.8% | +1.7% | -5.5% | -3.6% |
| 30D | -8.9% | +15.6% | -24.5% | -7.7% |
| 3M | -17.3% | +46.5% | -63.8% | -14.1% |
| 6M | -1.4% | +55.0% | -56.4% | +2.0% |
| YTD | +10.0% | +105.3% | -95.3% | +9.2% |
| 1Y | -6.4% | +101.6% | -107.9% | -6.9% |
| All | -6.4% | +103.3% | -109.6% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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