-4.6%
CARR vs SONY
-10.8%
+6.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.2% |
| 7D | +1.6% | -1.2% | +2.7% | +1.7% |
| 30D | -8.7% | +9.4% | -18.2% | -9.5% |
| 3M | -12.6% | +10.5% | -23.1% | -13.4% |
| 6M | -1.5% | +11.7% | -13.2% | -3.5% |
| YTD | +14.3% | -4.1% | +18.4% | +14.6% |
| 1Y | -4.6% | -11.8% | +7.2% | -2.9% |
| All | -4.6% | -10.8% | +6.2% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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