Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CPRT vs DOCS✓SelectedUSD · DOCSCPRT vs DOCS performance historyLatest closeAs of+0.42%09/04
Stock and ETF performance explorer

CPRT vs DOCS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-32.5%
DOCS return
-60.9%
Excess return
+28.4%
Maximum drawdown
-45.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioDOCSExcessAlpha
1D+0.4%-2.8%+3.2%+0.7%
7D+2.2%-1.4%+3.6%+2.3%
30D+16.6%+21.8%-5.2%+14.1%
3M+9.6%+27.3%-17.7%+6.8%
6M-11.1%-0.3%-10.8%-12.4%
YTD-13.9%-40.5%+26.6%-15.5%
1Y-32.5%-61.5%+29.0%-33.3%
All-32.5%-60.9%+28.4%-33.3%

Cumulative growth

Daily Returns

Daily percentage return beside DOCS.

Daily Out/Under-Performance

Portfolio return minus DOCS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × DOCS 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 DOCS 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