+58.8%
CART vs PCOR
+5.9%
+52.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +1.2% | +23.7% | -22.5% | -5.1% |
| 30D | +27.1% | +39.0% | -11.9% | +15.2% |
| 3M | +27.4% | +35.8% | -8.3% | +16.0% |
| 6M | +32.1% | +38.2% | -6.1% | +19.6% |
| YTD | +28.5% | +3.9% | +24.5% | +17.4% |
| 1Y | +58.8% | +5.7% | +53.1% | +46.2% |
| All | +58.8% | +5.9% | +52.9% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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