-6.4%
CARR vs XYZ
+7.1%
-13.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.3% | +1.4% |
| 7D | -3.8% | -4.3% | +0.5% | -3.1% |
| 30D | -8.9% | +1.2% | -10.1% | -9.1% |
| 3M | -17.3% | +14.6% | -32.0% | -19.3% |
| 6M | -1.4% | +22.6% | -24.0% | -5.4% |
| YTD | +10.0% | +21.7% | -11.7% | +4.8% |
| 1Y | -6.4% | +6.7% | -13.1% | -8.5% |
| All | -6.4% | +7.1% | -13.5% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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