+386.7%
CPRT vs HDB
+61.5%
+325.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.1% | +0.8% |
| 7D | +1.6% | +13.7% | -12.1% | -2.2% |
| 30D | +18.8% | +15.8% | +2.9% | +13.8% |
| 3M | +9.4% | +9.2% | +0.2% | +6.3% |
| 6M | -4.4% | +3.2% | -7.5% | -6.0% |
| YTD | -17.1% | -29.4% | +12.3% | -9.0% |
| 1Y | -19.9% | -27.9% | +8.0% | -12.7% |
| 3Y | -30.5% | -5.9% | -24.6% | -32.2% |
| 5Y | -15.9% | -23.5% | +7.6% | -13.7% |
| 10Y | +386.7% | +61.3% | +325.4% | +277.1% |
| All | +386.7% | +61.5% | +325.2% | +277.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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