-9.9%
CPRT vs GEN
+22.3%
-32.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.7% | -0.6% | -2.6% |
| 7D | +0.4% | -0.7% | +1.1% | +0.6% |
| 30D | +9.9% | +2.6% | +7.3% | +9.0% |
| 3M | +5.6% | +15.8% | -10.1% | +1.3% |
| 6M | -13.6% | +33.1% | -46.8% | -20.8% |
| YTD | -16.7% | +11.3% | -28.0% | -19.8% |
| 1Y | -33.1% | +1.7% | -34.8% | -34.0% |
| 3Y | -27.1% | +58.1% | -85.2% | -37.1% |
| 5Y | -9.9% | +20.6% | -30.5% | -17.4% |
| All | -9.9% | +22.3% | -32.2% | -17.4% |
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