-9.9%
CPRT vs EXEL
+195.7%
-205.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.1% | -3.0% |
| 7D | +0.4% | +1.4% | -1.0% | +0.2% |
| 30D | +9.9% | +6.7% | +3.3% | +8.9% |
| 3M | +5.6% | +11.5% | -5.8% | +4.0% |
| 6M | -13.6% | +38.8% | -52.4% | -17.6% |
| YTD | -16.7% | +31.6% | -48.3% | -20.1% |
| 1Y | -33.1% | +53.0% | -86.1% | -37.5% |
| 3Y | -27.1% | +160.8% | -187.9% | -40.1% |
| 5Y | -9.9% | +190.1% | -200.0% | -31.6% |
| All | -9.9% | +195.7% | -205.6% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling