+590.6%
CPRT vs FIVN
+243.6%
+347.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.1% |
| 7D | -0.4% | -2.8% | +2.5% | +0.1% |
| 30D | +21.2% | -17.4% | +38.6% | +24.2% |
| 3M | +8.3% | -19.2% | +27.5% | +10.9% |
| 6M | -3.4% | +29.4% | -32.7% | -9.0% |
| YTD | -18.7% | +36.3% | -55.0% | -25.3% |
| 1Y | -23.5% | +33.5% | -57.0% | -29.6% |
| 3Y | -34.2% | -56.8% | +22.7% | -29.8% |
| 5Y | -18.2% | -83.0% | +64.8% | -2.6% |
| 10Y | +370.9% | +87.3% | +283.7% | +311.0% |
| All | +590.6% | +243.6% | +347.0% | +465.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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