Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SNDQ vs CART✓SelectedUSD · CARTSNDQ vs CART performance historyLatest closeAs of-23.80%09/04
Stock and ETF performance explorer

SNDQ vs CART

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-95.7%
CART return
+18.1%
Excess return
-113.8%
Maximum drawdown
-95.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioCARTExcessAlpha
1D-23.8%-1.3%-22.5%-23.7%
7D-30.8%+1.0%-31.9%-30.8%
30D-51.7%+12.6%-64.4%-51.7%
3M-78.0%+23.1%-101.1%-76.3%
All-95.7%+18.1%-113.8%-95.5%

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 1y: 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…

1y analysis · Full analysis span regression · Available span rolling