+4,396.0%
CPRT vs EXEL
+273.2%
+4,122.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +2.2% | +8.4% | -6.2% | +1.3% |
| 30D | +16.6% | +4.1% | +12.6% | +16.0% |
| 3M | +9.6% | +12.4% | -2.8% | +8.1% |
| 6M | -11.1% | +41.5% | -52.7% | -14.7% |
| YTD | -13.9% | +34.6% | -48.5% | -17.1% |
| 1Y | -32.5% | +57.9% | -90.4% | -36.4% |
| 3Y | -25.0% | +159.5% | -184.5% | -34.1% |
| 5Y | -7.4% | +198.5% | -205.9% | -20.6% |
| 10Y | +422.0% | +411.4% | +10.6% | +299.4% |
| All | +4,396.0% | +273.2% | +4,122.8% | +2,302.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling