+415.3%
CPRT vs BIL
+25.3%
+390.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.5% |
| 30D | +9.9% | +0.3% | +9.6% | +10.5% |
| 3M | +5.6% | +0.9% | +4.7% | +7.7% |
| 6M | -13.6% | +1.8% | -15.4% | -10.0% |
| YTD | -16.7% | +2.5% | -19.2% | -12.0% |
| 1Y | -33.1% | +3.7% | -36.8% | -27.5% |
| 3Y | -27.1% | +14.1% | -41.1% | -13.4% |
| 5Y | -9.9% | +19.4% | -29.3% | +6.7% |
| 10Y | +415.3% | +25.3% | +390.1% | +505.5% |
| All | +415.3% | +25.3% | +390.1% | +505.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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