+130,402.4%
AAPL vs CPRT
+22,868.9%
+107,533.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.5% |
| 7D | +5.0% | +4.0% | +1.0% | +4.1% |
| 30D | +3.5% | +18.2% | -14.7% | -0.7% |
| 3M | +13.1% | +9.2% | +3.9% | +10.1% |
| 6M | +19.0% | -4.8% | +23.9% | +19.3% |
| YTD | +28.5% | -17.5% | +46.0% | +33.0% |
| 1Y | +29.7% | -22.0% | +51.7% | +36.0% |
| 3Y | +89.2% | -33.7% | +123.0% | +105.1% |
| 5Y | +141.2% | -15.0% | +156.2% | +145.7% |
| 10Y | +1,306.6% | +385.2% | +921.4% | +899.5% |
| All | +130,402.4% | +22,868.9% | +107,533.5% | +54,210.4% |
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