+42.4%
CART vs CPAY
+47.6%
-5.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.2% | -3.8% | -5.4% |
| 7D | -4.1% | +0.6% | -4.6% | -4.2% |
| 30D | -4.3% | +3.6% | -7.9% | -5.2% |
| 3M | +13.1% | +16.6% | -3.5% | +8.5% |
| 6M | +26.0% | +29.5% | -3.5% | +17.3% |
| YTD | +6.7% | +35.3% | -28.5% | -2.4% |
| 1Y | +6.3% | +30.6% | -24.4% | -2.1% |
| All | +42.4% | +47.6% | -5.2% | +6.1% |
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