+73.5%
CART vs BBAI
+45.9%
+27.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.3% | +5.3% | +0.3% |
| 7D | +0.3% | -8.3% | +8.6% | +0.7% |
| 30D | +22.4% | -2.9% | +25.4% | +22.4% |
| 3M | +15.6% | -28.2% | +43.8% | +17.5% |
| 6M | +44.9% | -44.5% | +89.4% | +48.9% |
| YTD | +30.0% | -57.0% | +87.0% | +34.6% |
| 1Y | +56.6% | -59.4% | +116.0% | +62.0% |
| 3Y | +131.9% | +48.7% | +83.2% | +99.4% |
| All | +73.5% | +45.9% | +27.6% | +45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling