-9.9%
CPRT vs BEN
+42.4%
-52.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | +0.4% | +4.7% | -4.3% | -1.2% |
| 30D | +9.9% | +2.6% | +7.3% | +8.9% |
| 3M | +5.6% | +11.5% | -5.9% | +1.3% |
| 6M | -13.6% | +35.3% | -48.9% | -23.3% |
| YTD | -16.7% | +48.6% | -65.4% | -28.7% |
| 1Y | -33.1% | +46.7% | -79.8% | -42.6% |
| 3Y | -27.1% | +57.0% | -84.1% | -41.0% |
| 5Y | -9.9% | +41.8% | -51.7% | -27.5% |
| All | -9.9% | +42.4% | -52.2% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling