+361.5%
CPRT vs GEN
+152.9%
+208.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.1% |
| 7D | -0.4% | +2.0% | -2.4% | -0.9% |
| 30D | +21.2% | +27.7% | -6.6% | +14.3% |
| 3M | +8.3% | +3.3% | +5.0% | +6.8% |
| 6M | -3.4% | +31.8% | -35.2% | -10.0% |
| YTD | -18.7% | +13.5% | -32.2% | -22.1% |
| 1Y | -23.5% | +16.0% | -39.6% | -27.1% |
| 3Y | -34.2% | +70.6% | -104.7% | -42.9% |
| 5Y | -18.2% | +32.1% | -50.3% | -26.2% |
| All | +361.5% | +152.9% | +208.6% | +255.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling