+1,363.6%
AAPL vs CPRT
+373.4%
+990.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.2% |
| 7D | +1.8% | -1.4% | +3.1% | +2.4% |
| 30D | +4.3% | +21.5% | -17.2% | -5.2% |
| 3M | +16.6% | +9.4% | +7.2% | +10.2% |
| 6M | +21.6% | -3.3% | +24.9% | +21.1% |
| YTD | +31.2% | -17.8% | +49.0% | +40.8% |
| 1Y | +29.6% | -22.2% | +51.7% | +42.8% |
| 3Y | +93.1% | -34.0% | +127.1% | +126.3% |
| 5Y | +146.2% | -15.4% | +161.7% | +145.1% |
| All | +1,363.6% | +373.4% | +990.2% | +687.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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