+10.7%
CARR vs SPXU
-86.1%
+96.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.9% | +0.5% |
| 7D | -3.8% | +2.5% | -6.2% | -2.8% |
| 30D | -8.9% | +4.2% | -13.1% | -7.3% |
| 3M | -17.3% | -9.3% | -8.1% | -19.6% |
| 6M | -1.4% | -30.7% | +29.3% | -12.1% |
| YTD | +10.0% | -28.1% | +38.1% | 0.0% |
| 1Y | -6.4% | -35.2% | +28.9% | -17.4% |
| 3Y | +1.5% | -79.9% | +81.5% | -34.9% |
| All | +10.7% | -86.1% | +96.8% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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