-33.1%
CPRT vs BUD
+35.5%
-68.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.2% |
| 7D | +0.4% | +0.8% | -0.4% | +0.3% |
| 30D | +9.9% | -4.8% | +14.7% | +10.4% |
| 3M | +5.6% | +1.4% | +4.3% | +5.7% |
| 6M | -13.6% | +9.9% | -23.5% | -14.0% |
| YTD | -16.7% | +26.3% | -43.1% | -20.1% |
| 1Y | -33.1% | +36.1% | -69.3% | -37.0% |
| All | -33.1% | +35.5% | -68.6% | -37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling