+412.4%
CPRT vs BBWI
-58.2%
+470.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.5% | -0.5% |
| 7D | -0.4% | -4.4% | +4.0% | +0.5% |
| 30D | +8.2% | -7.4% | +15.6% | +9.6% |
| 3M | +2.3% | -2.2% | +4.5% | +2.0% |
| 6M | -14.7% | -16.3% | +1.6% | -13.1% |
| YTD | -18.2% | -9.1% | -9.0% | -18.4% |
| 1Y | -33.4% | -34.5% | +1.2% | -29.8% |
| 3Y | -28.3% | -47.0% | +18.6% | -24.5% |
| 5Y | -9.8% | -68.8% | +59.0% | +3.1% |
| 10Y | +412.4% | -57.4% | +469.7% | +331.1% |
| All | +412.4% | -58.2% | +470.6% | +331.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BBWI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling