+386.7%
CPRT vs HAS
+106.1%
+280.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.1% |
| 7D | +1.6% | +2.2% | -0.5% | +1.0% |
| 30D | +18.8% | +29.6% | -10.8% | +10.2% |
| 3M | +9.4% | +30.3% | -20.9% | +1.2% |
| 6M | -4.4% | +25.6% | -30.0% | -10.9% |
| YTD | -17.1% | +50.8% | -67.9% | -27.1% |
| 1Y | -19.9% | +63.0% | -82.9% | -31.2% |
| 3Y | -30.5% | +211.6% | -242.1% | -52.7% |
| 5Y | -15.9% | +50.4% | -66.3% | -28.5% |
| 10Y | +386.7% | +101.9% | +284.8% | +247.8% |
| All | +386.7% | +106.1% | +280.6% | +247.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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