+22,034.1%
CPRT vs BEN
+1,338.3%
+20,695.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | -0.6% |
| 7D | +2.2% | +0.2% | +2.0% | +2.1% |
| 30D | +16.6% | -0.5% | +17.2% | +16.8% |
| 3M | +9.6% | +9.7% | -0.1% | +6.2% |
| 6M | -11.1% | +33.9% | -45.0% | -19.2% |
| YTD | -13.9% | +49.0% | -62.8% | -24.3% |
| 1Y | -32.5% | +42.1% | -74.6% | -40.0% |
| 3Y | -25.0% | +51.9% | -76.9% | -36.2% |
| 5Y | -7.4% | +39.0% | -46.4% | -20.2% |
| 10Y | +422.0% | +57.9% | +364.1% | +308.9% |
| All | +22,034.1% | +1,338.3% | +20,695.9% | +9,726.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling