+119,715.3%
AAPL vs CPRT
+23,878.7%
+95,836.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.6% |
| 7D | +0.1% | +2.2% | -2.1% | -0.5% |
| 30D | +3.0% | +16.6% | -13.7% | -1.0% |
| 3M | +2.9% | +9.6% | -6.7% | +0.2% |
| 6M | +22.1% | -11.1% | +33.2% | +24.9% |
| YTD | +18.0% | -13.9% | +31.9% | +21.3% |
| 1Y | +33.9% | -32.5% | +66.5% | +45.8% |
| 3Y | +71.2% | -25.0% | +96.2% | +80.7% |
| 5Y | +112.6% | -7.4% | +120.0% | +113.0% |
| 10Y | +1,198.8% | +422.0% | +776.8% | +811.3% |
| All | +119,715.3% | +23,878.7% | +95,836.7% | +49,440.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling