+22,034.1%
CPRT vs BTI
+4,806.8%
+17,227.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.6% |
| 7D | +2.2% | -1.4% | +3.6% | +2.5% |
| 30D | +16.6% | -6.6% | +23.3% | +18.0% |
| 3M | +9.6% | -3.0% | +12.6% | +10.1% |
| 6M | -11.1% | -6.7% | -4.4% | -10.3% |
| YTD | -13.9% | +0.6% | -14.4% | -14.3% |
| 1Y | -32.5% | +5.6% | -38.1% | -33.5% |
| 3Y | -25.0% | +110.3% | -135.4% | -34.9% |
| 5Y | -7.4% | +114.3% | -121.7% | -20.1% |
| 10Y | +422.0% | +67.7% | +354.3% | +357.2% |
| All | +22,034.1% | +4,806.8% | +17,227.4% | +14,464.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling