+2.6%
CART vs SPXU
-37.3%
+39.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -2.6% |
| 7D | -9.5% | +1.3% | -10.8% | -9.3% |
| 30D | -7.8% | +5.1% | -12.9% | -7.1% |
| 3M | +10.4% | -9.1% | +19.5% | +9.8% |
| 6M | +20.1% | -29.6% | +49.6% | +16.6% |
| YTD | +3.7% | -27.7% | +31.4% | +1.4% |
| 1Y | +2.6% | -37.0% | +39.5% | +5.3% |
| All | +2.6% | -37.3% | +39.9% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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