-32.5%
CPRT vs GEN
+5.4%
-38.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.0% |
| 7D | +2.2% | -1.2% | +3.4% | +2.5% |
| 30D | +16.6% | +10.1% | +6.5% | +13.2% |
| 3M | +9.6% | +16.1% | -6.5% | +4.4% |
| 6M | -11.1% | +38.9% | -50.0% | -18.6% |
| YTD | -13.9% | +14.4% | -28.3% | -12.9% |
| 1Y | -32.5% | +5.9% | -38.4% | -31.0% |
| All | -32.5% | +5.4% | -38.0% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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