-4.6%
CARR vs TRGP
+80.7%
-85.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.0% |
| 7D | +1.6% | +0.8% | +0.8% | +1.6% |
| 30D | -8.7% | +11.5% | -20.3% | -8.6% |
| 3M | -12.6% | +9.0% | -21.6% | -12.4% |
| 6M | -1.5% | +20.5% | -22.0% | -2.6% |
| YTD | +14.3% | +59.5% | -45.2% | +9.6% |
| 1Y | -4.6% | +77.9% | -82.5% | -7.8% |
| All | -4.6% | +80.7% | -85.3% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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