-17.1%
CPRT vs GEN
+32.5%
-49.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -0.9% |
| 7D | +6.0% | +2.3% | +3.8% | +5.5% |
| 30D | +20.0% | +33.1% | -13.0% | +11.0% |
| 3M | +10.1% | +6.5% | +3.7% | +7.5% |
| 6M | -4.3% | +53.8% | -58.1% | -15.9% |
| YTD | -18.4% | +11.2% | -29.6% | -21.7% |
| 1Y | -20.1% | +19.4% | -39.5% | -24.8% |
| 3Y | -30.4% | +81.0% | -111.4% | -42.3% |
| All | -17.1% | +32.5% | -49.6% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling