+22,034.1%
CPRT vs HRB
+1,064.5%
+20,969.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +1.3% |
| 7D | +2.2% | -5.7% | +7.9% | +3.5% |
| 30D | +16.6% | +7.9% | +8.7% | +14.2% |
| 3M | +9.6% | +32.1% | -22.5% | +2.3% |
| 6M | -11.1% | +62.2% | -73.4% | -21.5% |
| YTD | -13.9% | +16.4% | -30.3% | -18.2% |
| 1Y | -32.5% | -0.3% | -32.3% | -33.8% |
| 3Y | -25.0% | +36.0% | -61.1% | -32.5% |
| 5Y | -7.4% | +125.2% | -132.6% | -27.1% |
| 10Y | +422.0% | +237.7% | +184.3% | +252.2% |
| All | +22,034.1% | +1,064.5% | +20,969.7% | +11,326.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 all: compounded portfolio wealth divided by compounded HRB 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…
all analysis · Full analysis span regression · 6 months rolling