+74.7%
CART vs CPAY
+67.5%
+7.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | -0.6% | +10.4% | -10.9% | -3.1% |
| 30D | +23.1% | +16.2% | +6.9% | +18.2% |
| 3M | +19.2% | +13.7% | +5.5% | +15.2% |
| 6M | +45.7% | +35.2% | +10.4% | +34.3% |
| YTD | +30.9% | +53.5% | -22.6% | +15.7% |
| 1Y | +50.2% | +58.9% | -8.7% | +31.2% |
| 3Y | +133.5% | +99.8% | +33.7% | +60.7% |
| All | +74.7% | +67.5% | +7.2% | +25.8% |
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