-17.1%
CPRT vs EXPD
+55.6%
-72.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.6% | -0.8% |
| 7D | +6.0% | -7.2% | +13.2% | +8.9% |
| 30D | +20.0% | -3.3% | +23.3% | +21.3% |
| 3M | +10.1% | +3.4% | +6.7% | +8.3% |
| 6M | -4.3% | +22.7% | -27.0% | -12.5% |
| YTD | -18.4% | +24.5% | -42.9% | -26.4% |
| 1Y | -20.1% | +38.6% | -58.7% | -31.4% |
| 3Y | -30.4% | +71.5% | -101.9% | -47.7% |
| All | -17.1% | +55.6% | -72.7% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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