+412.4%
CPRT vs BUD
-24.2%
+436.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.4% | -1.1% |
| 7D | -0.4% | -1.3% | +0.9% | 0.0% |
| 30D | +8.2% | -6.1% | +14.4% | +10.2% |
| 3M | +2.3% | -3.8% | +6.1% | +3.4% |
| 6M | -14.7% | +8.2% | -22.9% | -17.0% |
| YTD | -18.2% | +23.6% | -41.8% | -23.7% |
| 1Y | -33.4% | +33.4% | -66.8% | -39.4% |
| 3Y | -28.3% | +45.3% | -73.7% | -37.6% |
| 5Y | -9.8% | +44.3% | -54.1% | -22.4% |
| 10Y | +412.4% | -22.8% | +435.1% | +368.6% |
| All | +412.4% | -24.2% | +436.6% | +368.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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