+387.6%
CPRT vs BTI
+72.6%
+315.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.3% |
| 7D | -8.4% | -2.0% | -6.4% | -7.9% |
| 30D | +4.6% | -3.4% | +8.0% | +5.5% |
| 3M | -1.9% | -9.0% | +7.0% | +0.5% |
| 6M | -15.3% | -5.0% | -10.3% | -14.4% |
| YTD | -21.5% | -0.3% | -21.1% | -22.0% |
| 1Y | -36.6% | +3.1% | -39.7% | -37.7% |
| 3Y | -31.2% | +111.0% | -142.2% | -46.4% |
| 5Y | -14.1% | +117.0% | -131.2% | -34.5% |
| All | +387.6% | +72.6% | +315.0% | +270.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BTI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling