+386.7%
CPRT vs A
+328.7%
+58.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.3% |
| 7D | +1.6% | +4.8% | -3.1% | -0.3% |
| 30D | +18.8% | +5.6% | +13.1% | +15.8% |
| 3M | +9.4% | +23.6% | -14.2% | -0.5% |
| 6M | -4.4% | +56.4% | -60.8% | -21.9% |
| YTD | -17.1% | +33.4% | -50.5% | -27.9% |
| 1Y | -19.9% | +23.7% | -43.6% | -28.2% |
| 3Y | -30.5% | +71.0% | -101.5% | -48.7% |
| 5Y | -15.9% | +16.8% | -32.8% | -26.7% |
| 10Y | +386.7% | +323.8% | +62.9% | +147.6% |
| All | +386.7% | +328.7% | +58.0% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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