-18.7%
CPRT vs IBB
+39.3%
-58.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -0.4% | -0.5% | +0.2% | -0.1% |
| 30D | +21.2% | +4.6% | +16.6% | +18.1% |
| 3M | +8.3% | +6.8% | +1.5% | +4.1% |
| 6M | -3.4% | +23.1% | -26.5% | -13.9% |
| YTD | -18.7% | +26.0% | -44.7% | -29.0% |
| 1Y | -23.5% | +30.4% | -53.9% | -34.6% |
| 3Y | -34.2% | +85.4% | -119.6% | -56.3% |
| All | -18.7% | +39.3% | -58.0% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling