+123.9%
CNC vs CART
+5.2%
+118.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.0% | +2.3% | -3.3% |
| 7D | -1.0% | -4.1% | +3.1% | -0.7% |
| 30D | -1.8% | -4.3% | +2.5% | -1.5% |
| 3M | -0.7% | +13.1% | -13.8% | -1.6% |
| 6M | +47.9% | +26.0% | +21.9% | +44.2% |
| YTD | +56.9% | +6.7% | +50.2% | +55.2% |
| 1Y | +123.9% | +6.3% | +117.7% | +119.9% |
| All | +123.9% | +5.2% | +118.7% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CART 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling