-23.9%
CPRT vs IBB
+42.2%
-66.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +4.5% |
| 7D | +12.6% | +2.2% | +10.4% | +12.1% |
| 30D | +18.0% | +6.3% | +11.6% | +16.4% |
| 3M | +11.0% | +16.3% | -5.3% | +7.9% |
| 6M | -2.0% | +30.0% | -32.0% | -5.5% |
| YTD | -16.7% | +31.1% | -47.8% | -20.2% |
| 1Y | -23.9% | +42.0% | -65.8% | -25.7% |
| All | -23.9% | +42.2% | -66.1% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling