+62.4%
CART vs WCC
+24.5%
+37.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.9% | +11.5% | +0.6% |
| 7D | +1.4% | -8.8% | +10.2% | +0.6% |
| 30D | +29.7% | -16.0% | +45.7% | +27.8% |
| 3M | +29.7% | -15.2% | +44.9% | +28.4% |
| 6M | +36.8% | -8.4% | +45.2% | +36.2% |
| YTD | +31.7% | +30.1% | +1.6% | +36.5% |
| 1Y | +62.4% | +26.4% | +35.9% | +66.2% |
| All | +62.4% | +24.5% | +37.9% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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