-32.5%
CPRT vs EXEL
+59.2%
-91.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +2.2% | +8.4% | -6.2% | +1.8% |
| 30D | +16.6% | +4.1% | +12.6% | +16.1% |
| 3M | +9.6% | +12.4% | -2.8% | +9.0% |
| 6M | -11.1% | +41.5% | -52.7% | -11.3% |
| YTD | -13.9% | +34.6% | -48.5% | -14.4% |
| 1Y | -32.5% | +57.9% | -90.4% | -33.3% |
| All | -32.5% | +59.2% | -91.7% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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