+4.2%
CARR vs RACE
+62.4%
-58.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.6% |
| 7D | +2.2% | -4.0% | +6.2% | +3.9% |
| 30D | -0.8% | +3.5% | -4.3% | -2.2% |
| 3M | -13.4% | -0.4% | -13.0% | -13.5% |
| 6M | -16.4% | +23.2% | -39.6% | -24.3% |
| YTD | +4.5% | +11.0% | -6.5% | -1.5% |
| 1Y | -1.4% | -2.2% | +0.9% | -1.8% |
| 3Y | +10.0% | +22.5% | -12.5% | -8.3% |
| 5Y | +4.2% | +63.2% | -59.0% | -28.7% |
| All | +4.2% | +62.4% | -58.2% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling