+107.9%
CPRT vs DOW
-15.2%
+123.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.2% |
| 7D | -8.4% | -2.4% | -6.1% | -7.9% |
| 30D | +4.6% | -4.1% | +8.7% | +5.6% |
| 3M | -1.9% | -12.4% | +10.5% | +1.1% |
| 6M | -15.3% | -10.6% | -4.7% | -14.5% |
| YTD | -21.5% | +31.1% | -52.5% | -29.5% |
| 1Y | -36.6% | +30.5% | -67.1% | -43.6% |
| 3Y | -31.2% | -34.4% | +3.2% | -25.7% |
| 5Y | -14.1% | -35.5% | +21.4% | -8.1% |
| All | +107.9% | -15.2% | +123.2% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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