Carlsmed, Inc (CARL)

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The chart shows the growth of an initial investment of $10,000 in Carlsmed, Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Jul 23, 2025, CARL's average daily return is -0.17%, while the average monthly return is -3.26%.

Historically, 44% of months were positive and 56% were negative. The best month was Nov 2025 with a return of +26.3%, while the worst month was Mar 2026 at -37.9%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 2 months.

On a daily basis, CARL closed higher 44% of trading days. The best single day was Feb 26, 2026 with a return of +15.9%, while the worst single day was Dec 4, 2025 at -15.2%.

Carlsmed, Inc has an annualized alpha of -38.54%, beta of 1.40, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since July 24, 2025.

• This stock participated in 480.34% of S&P 500 Index downside but only 180.93% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.06 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

The table below present risk-adjusted performance metrics for Carlsmed, Inc (CARL) and compare them to a chosen benchmark (S&P 500 Index).

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Carlsmed, Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Carlsmed, Inc was 46.73%, occurring on Mar 31, 2026. The portfolio has not yet recovered.

The current Carlsmed, Inc drawdown is 46.73%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Carlsmed, Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Carlsmed, Inc is priced in the market compared to other companies in the Health Information Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.