+73.5%
CART vs CPAY
+66.1%
+7.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | +1.5% | +11.9% | -10.4% | -1.5% |
| 30D | +22.4% | +15.1% | +7.3% | +17.9% |
| 3M | +16.5% | +16.5% | 0.0% | +11.9% |
| 6M | +44.9% | +33.1% | +11.7% | +34.1% |
| YTD | +30.0% | +52.2% | -22.2% | +15.2% |
| 1Y | +59.1% | +65.6% | -6.5% | +37.2% |
| 3Y | +138.8% | +100.2% | +38.6% | +63.3% |
| All | +73.5% | +66.1% | +7.4% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling