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  • CPRT vs EMB✓SelectedUSD · EMBCPRT vs EMB performance historyLatest closeAs of+0.42%09/04
Stock and ETF performance explorer

CPRT vs EMB

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,217.5%
EMB return
+132.1%
Excess return
+1,085.4%
Maximum drawdown
-57.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEMBExcessAlpha
1D+0.4%0.0%+0.4%+0.4%
7D+2.2%0.0%+2.2%+2.2%
30D+16.6%-0.3%+16.9%+16.9%
3M+9.6%-0.4%+10.0%+9.9%
6M-11.1%+0.1%-11.2%-11.2%
YTD-13.9%+1.6%-15.5%-14.8%
1Y-32.5%+5.6%-38.1%-35.0%
3Y-25.0%+29.8%-54.9%-37.0%
5Y-7.4%+7.3%-14.7%-12.8%
10Y+422.0%+30.4%+391.5%+350.7%
All+1,217.5%+132.1%+1,085.4%+877.5%

Cumulative growth

Daily Returns

Daily percentage return beside EMB.

Daily Out/Under-Performance

Portfolio return minus EMB return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EMB 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 EMB 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