+51.5%
CART vs SPXU
-81.0%
+132.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.5% | -0.9% |
| 7D | +1.0% | -0.1% | +1.2% | +1.1% |
| 30D | +12.6% | +0.8% | +11.8% | +13.0% |
| 3M | +23.1% | -4.7% | +27.8% | +22.4% |
| 6M | +39.5% | -29.6% | +69.2% | +28.6% |
| YTD | +13.5% | -29.9% | +43.4% | +4.9% |
| 1Y | +14.9% | -39.1% | +53.9% | +2.2% |
| All | +51.5% | -81.0% | +132.6% | -11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling