+1,306.6%
AAPL vs CPRT
+382.0%
+924.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.4% |
| 7D | +5.0% | +4.0% | +1.0% | +3.1% |
| 30D | +3.5% | +18.2% | -14.7% | -4.7% |
| 3M | +13.1% | +9.2% | +3.9% | +6.9% |
| 6M | +19.0% | -4.8% | +23.9% | +19.5% |
| YTD | +28.5% | -17.5% | +46.0% | +37.7% |
| 1Y | +29.7% | -22.0% | +51.7% | +42.8% |
| 3Y | +89.2% | -33.7% | +123.0% | +121.3% |
| 5Y | +141.2% | -15.0% | +156.2% | +139.5% |
| 10Y | +1,306.6% | +385.2% | +921.4% | +673.9% |
| All | +1,306.6% | +382.0% | +924.6% | +673.9% |
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