+14.9%
CART vs BHP
+69.4%
-54.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.3% |
| 7D | +1.0% | -2.9% | +3.9% | +1.0% |
| 30D | +12.6% | +3.4% | +9.2% | +12.6% |
| 3M | +23.1% | +4.1% | +19.0% | +23.1% |
| 6M | +39.5% | +20.6% | +19.0% | +41.0% |
| YTD | +13.5% | +56.1% | -42.5% | +15.8% |
| 1Y | +14.9% | +69.6% | -54.7% | +17.2% |
| All | +14.9% | +69.4% | -54.5% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded BHP 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling