+441.9%
CARR vs RACE
+217.7%
+224.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.8% |
| 7D | +1.6% | -2.5% | +4.1% | +2.6% |
| 30D | -8.7% | +0.8% | -9.5% | -9.1% |
| 3M | -12.6% | +17.2% | -29.7% | -18.6% |
| 6M | -1.5% | +13.6% | -15.1% | -7.5% |
| YTD | +14.3% | +12.2% | +2.1% | +7.5% |
| 1Y | -4.6% | -16.3% | +11.7% | +0.8% |
| 3Y | +7.3% | +36.4% | -29.1% | -12.9% |
| 5Y | +11.6% | +95.0% | -83.3% | -25.4% |
| All | +441.9% | +217.7% | +224.3% | +201.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling