+46.0%
CART vs XPO
+38.7%
+7.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.6% | +0.7% |
| 7D | +1.3% | +9.0% | -7.7% | +1.4% |
| 30D | +19.2% | +4.2% | +15.0% | +19.2% |
| 3M | +17.6% | -8.7% | +26.2% | +17.5% |
| 6M | +47.4% | -2.8% | +50.1% | +47.5% |
| YTD | +30.9% | +41.9% | -11.0% | +27.0% |
| 1Y | +46.0% | +42.3% | +3.6% | +41.5% |
| All | +46.0% | +38.7% | +7.2% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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