Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CPRT vs CTAS✓SelectedUSD · CTASCPRT vs CTAS performance historyLatest closeAs of-1.75%09/09
Stock and ETF performance explorer

CPRT vs CTAS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+20,924.8%
CTAS return
+11,061.2%
Excess return
+9,863.6%
Maximum drawdown
-72.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioCTASExcessAlpha
1D-1.7%-0.2%-1.5%-1.7%
7D-0.4%+1.0%-1.4%-0.7%
30D+8.2%-1.1%+9.3%+8.6%
3M+2.3%+11.5%-9.2%-1.4%
6M-14.7%+0.2%-14.9%-14.9%
YTD-18.2%+7.2%-25.4%-20.1%
1Y-33.4%0.0%-33.4%-33.4%
3Y-28.3%+65.9%-94.2%-40.4%
5Y-9.8%+109.6%-119.4%-30.3%
10Y+412.4%+683.8%-271.4%+163.1%
All+20,924.8%+11,061.2%+9,863.6%+5,501.3%

Cumulative growth

Daily Returns

Daily percentage return beside CTAS.

Daily Out/Under-Performance

Portfolio return minus CTAS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CTAS 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 CTAS 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