+138.8%
CART vs BBAI
+59.1%
+79.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.4% | -9.8% | 0.0% |
| 7D | +1.5% | -5.0% | +6.5% | +1.7% |
| 30D | +22.4% | +2.5% | +19.9% | +22.0% |
| 3M | +16.5% | -25.1% | +41.6% | +18.2% |
| 6M | +44.9% | -41.4% | +86.3% | +48.5% |
| YTD | +30.0% | -54.6% | +84.6% | +34.3% |
| 1Y | +59.1% | -56.9% | +115.9% | +64.1% |
| 3Y | +138.8% | +59.1% | +79.7% | +83.0% |
| All | +138.8% | +59.1% | +79.7% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 3y: compounded portfolio wealth divided by compounded BBAI 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…
3y analysis · Full analysis span regression · 6 months rolling