+446.1%
SPCX vs CART
+48.3%
+397.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +13.2% | +1.2% | +12.0% | +12.7% |
| 30D | -10.6% | +17.8% | -28.4% | -16.6% |
| 3M | -4.2% | +20.7% | -25.0% | -12.6% |
| 6M | +536.7% | +42.6% | +494.1% | +438.8% |
| YTD | +542.4% | +30.0% | +512.4% | +438.8% |
| All | +446.1% | +48.3% | +397.8% | +358.3% |
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 · 6 months rolling