-34.2%
CPRT vs IBB
+86.1%
-120.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.4% | -0.5% | +0.2% | -0.2% |
| 30D | +21.2% | +4.6% | +16.6% | +19.3% |
| 3M | +8.3% | +6.8% | +1.5% | +5.8% |
| 6M | -3.4% | +23.1% | -26.5% | -9.7% |
| YTD | -18.7% | +26.0% | -44.7% | -24.9% |
| 1Y | -23.5% | +30.4% | -53.9% | -30.3% |
| 3Y | -34.2% | +85.4% | -119.6% | -49.2% |
| All | -34.2% | +86.1% | -120.3% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling