CARR monthly performance report
Monthly CARR research: returns, drawdown, relative strength, seasonality, and key stats.
CARR monthly report
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Key takeaways
- Carrier Global (CARR) closed August 2026 at $65.43, up 5.86% for the month and −1.43% over the trailing 12 months.
- Year-to-date, CARR is +23.83%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +7.39% versus its 200-day moving average ($60.93), a bullish technical signal.
- Over the past three years, CARR has underperformed the S&P 500 by −57.66%, with a relative strength index reading of 65.9.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Carrier Global ended August 2026 at $65.43, posting a monthly return of +5.86%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +2.81%.
The current quarter stands at −13.03% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +7.39% versus the 200-day moving average ($60.93).
Year-to-date, CARR is +23.83% against SPY +12.89%, a gap of +10.94%. The stock is currently −14.76% below its 52-week high, with maximum 3-year drawdown at −39.08%.
| Period | CARR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.40% | −0.20% | −0.20% |
| 1 Week | +3.59% | +3.90% | −0.31% |
| 1 Month | +5.86% | +3.05% | +2.81% |
| 3 Months | −2.59% | +7.11% | −9.71% |
| 6 Months |