+12.0%
CARR vs RACE
+92.4%
-80.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.6% |
| 7D | +3.2% | -1.0% | +4.3% | +3.7% |
| 30D | -7.7% | -1.5% | -6.1% | -7.2% |
| 3M | -11.9% | +15.5% | -27.4% | -17.5% |
| 6M | +2.0% | +17.3% | -15.3% | -5.5% |
| YTD | +13.2% | +11.1% | +2.0% | +6.8% |
| 1Y | -8.5% | -14.3% | +5.7% | -4.3% |
| 3Y | +5.0% | +40.2% | -35.2% | -18.5% |
| 5Y | +12.0% | +92.6% | -80.6% | -29.6% |
| All | +12.0% | +92.4% | -80.5% | -29.6% |
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