+216.4%
TQQQ vs CART
+40.2%
+176.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.7% | +6.2% | +6.6% |
| 7D | -2.9% | -0.6% | -2.3% | -2.5% |
| 30D | -24.1% | +23.1% | -47.2% | -28.9% |
| 3M | -17.1% | +19.2% | -36.3% | -21.9% |
| 6M | -21.1% | +45.7% | -66.8% | -31.0% |
| YTD | +15.3% | +30.9% | -15.6% | +3.4% |
| 1Y | +8.9% | +50.2% | -41.2% | -7.7% |
| 3Y | +206.3% | +133.5% | +72.8% | +123.7% |
| All | +216.4% | +40.2% | +176.3% | +133.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling