+29.7%
AAPL vs CPRT
-20.5%
+50.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.6% |
| 7D | +5.0% | +4.0% | +1.0% | +4.6% |
| 30D | +3.5% | +18.2% | -14.7% | +1.9% |
| 3M | +13.1% | +9.2% | +3.9% | +11.7% |
| 6M | +19.0% | -4.8% | +23.9% | +18.2% |
| YTD | +28.5% | -17.5% | +46.0% | +29.2% |
| 1Y | +29.7% | -22.0% | +51.7% | +28.1% |
| All | +29.7% | -20.5% | +50.2% | +28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling