+5.0%
CARR vs RACE
+39.3%
-34.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.7% |
| 7D | +3.2% | -1.0% | +4.3% | +3.6% |
| 30D | -7.7% | -1.5% | -6.1% | -7.3% |
| 3M | -11.9% | +15.5% | -27.4% | -16.2% |
| 6M | +2.0% | +17.3% | -15.3% | -3.8% |
| YTD | +13.2% | +11.1% | +2.0% | +8.2% |
| 1Y | -8.5% | -14.3% | +5.7% | -5.7% |
| 3Y | +5.0% | +40.2% | -35.2% | -15.1% |
| All | +5.0% | +39.3% | -34.3% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling