-4.6%
CARR vs SU
+70.8%
-75.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +0.8% |
| 7D | +1.6% | +2.9% | -1.3% | +2.1% |
| 30D | -8.7% | +7.2% | -15.9% | -7.4% |
| 3M | -12.6% | +2.8% | -15.4% | -10.9% |
| 6M | -1.5% | +18.2% | -19.7% | -1.9% |
| YTD | +14.3% | +54.0% | -39.7% | +13.5% |
| 1Y | -4.6% | +70.1% | -74.7% | -2.1% |
| All | -4.6% | +70.8% | -75.3% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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