+62.4%
CART vs CYCU
-89.2%
+151.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.7% | +1.6% |
| 7D | +1.4% | +1.2% | +0.2% | +1.4% |
| 30D | +29.7% | -31.5% | +61.2% | +29.5% |
| 3M | +29.7% | -62.0% | +91.8% | +29.4% |
| 6M | +36.8% | -67.4% | +104.2% | +42.2% |
| YTD | +31.7% | -88.6% | +120.2% | +41.9% |
| 1Y | +62.4% | -88.5% | +150.9% | +72.5% |
| All | +62.4% | -89.2% | +151.5% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 1y: compounded portfolio wealth divided by compounded CYCU 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…
1y analysis · Full analysis span regression · 6 months rolling