Carlotz Stock Alpha and Beta Analysis

LOTZ -  USA Stock  

USD 3.02  0.07  2.37%

This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Carlotz. It also helps investors analyze the systematic and unsystematic risks associated with investing in Carlotz over a specified time horizon. Remember, high Carlotz's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation.
Additionally, see Carlotz Backtesting, Carlotz Valuation, Carlotz Correlation, Carlotz Hype Analysis, Carlotz Volatility, Carlotz History and analyze Carlotz Performance.

Carlotz Beta 

 
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Please note that although Carlotz alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., DOW index.) So in this particular case, Carlotz did 0.52  worse than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Carlotz stock's relative risk over its benchmark. Carlotz has a beta of 1.40  . Let's try to break down what Carlotz's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Carlotz will likely underperform.
Enterprise Value is likely to rise to about 458.6 M in 2021, whereas Book Value per Share is likely to drop (3.84)  in 2021.
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.

Carlotz Quarterly Book Value per Share

1.984Share

Carlotz Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Carlotz market risk premium is the additional return an investor will receive from holding Carlotz long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Carlotz. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Carlotz's performance over market.
α-0.52   β1.40
90 days against DJI

Carlotz expected buy-and-hold returns

Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Carlotz's Buy-and-hold return. Our buy-and-hold chart shows how Carlotz performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.

Carlotz Market Price Analysis

Market price analysis indicators help investors to evaluate how Carlotz stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Carlotz shares will generate the highest return on investment. By understating and applying Carlotz stock market price indicators, traders can identify Carlotz position entry and exit signals to maximize returns.

Carlotz Return and Market Media

The median price of Carlotz for the period between Wed, Sep 8, 2021 and Tue, Dec 7, 2021 is 3.74 with a coefficient of variation of 10.16. The daily time series for the period is distributed with a sample standard deviation of 0.37, arithmetic mean of 3.69, and mean deviation of 0.28. The Stock received substential amount of media coverage during this period.
 Price Growth (%)  
      Timeline 
1
CarLotz gains 1.29 percent in Light Trading on September 22 ...09/22/2021
2
Investigation announced for Long-Term Investors in shares of...09/29/2021
3
EPS Estimate09/30/2021
4
What Makes Murphy Oil a Strong Momentum Stock Buy Now - Nasd...10/08/2021
5
Kahn Swick To Lead Post-SPAC Investor Suit Against CarLotz -...10/18/2021
6
CarLotz falls 4.66 percent in Light Trading on October 22 - ...10/22/2021
7
Exercise or conversion by Polak Rebecca C of 31793 shares of...11/02/2021
8
EPS Reported11/08/2021
9
CarLotz Jumps 11 percent on Upbeat Q3 Results - Nasdaq11/09/2021
10
Payment of 15134 shares by Polak Rebecca C of Carlotz subjec...11/12/2021
11
Exercise or conversion by Stoltz Thomas W of 17083 shares of...12/02/2021

About Carlotz Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all equity instruments such as Ford or other stocks, funds, and ETFs. Alpha measures the amount that position in Carlotz has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.

Carlotz Upcoming Company Events

As portrayed in its financial statements, the presentation of Carlotz's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Carlotz's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Carlotz's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Carlotz. Please utilize our Beneish M Score to check the likelihood of Carlotz's management manipulating its earnings.
Upcoming Quarterly Report21st of March 2022
Next Earnings Report9th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End21st of March 2022
Last Quarter Report30th of September 2021
Last Earning Announcement31st of December 2020

Build Portfolio with Carlotz

Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Additionally, see Carlotz Backtesting, Carlotz Valuation, Carlotz Correlation, Carlotz Hype Analysis, Carlotz Volatility, Carlotz History and analyze Carlotz Performance. Note that the Carlotz information on this page should be used as a complementary analysis to other Carlotz's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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Carlotz technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
A focus of Carlotz technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Carlotz trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...