+377.9%
CPRT vs BN
+284.2%
+93.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | +0.2% |
| 7D | +4.0% | +4.3% | -0.3% | +2.0% |
| 30D | +18.2% | +14.3% | +3.9% | +11.3% |
| 3M | +9.2% | -4.1% | +13.3% | +11.0% |
| 6M | -4.8% | -9.7% | +4.8% | -0.9% |
| YTD | -17.5% | -7.1% | -10.3% | -16.0% |
| 1Y | -22.0% | -7.4% | -14.6% | -20.7% |
| 3Y | -33.7% | +102.3% | -136.1% | -55.9% |
| 5Y | -15.0% | +35.9% | -50.9% | -32.2% |
| All | +377.9% | +284.2% | +93.7% | +114.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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