-33.1%
CPRT vs CASY
+42.6%
-75.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.0% | -0.3% | -3.4% |
| 7D | +0.4% | -4.4% | +4.8% | +0.3% |
| 30D | +9.9% | -12.0% | +22.0% | +9.5% |
| 3M | +5.6% | -2.3% | +8.0% | +5.1% |
| 6M | -13.6% | +10.5% | -24.1% | -14.9% |
| YTD | -16.7% | +33.0% | -49.8% | -19.0% |
| 1Y | -33.1% | +41.1% | -74.3% | -35.9% |
| All | -33.1% | +42.6% | -75.7% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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