+3,850.1%
CPRT vs IBB
+577.3%
+3,272.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.1% |
| 7D | +4.0% | +0.8% | +3.2% | +3.5% |
| 30D | +18.2% | +5.2% | +13.1% | +15.2% |
| 3M | +9.2% | +8.6% | +0.6% | +4.5% |
| 6M | -4.8% | +27.8% | -32.7% | -15.9% |
| YTD | -17.5% | +28.8% | -46.3% | -27.7% |
| 1Y | -22.0% | +36.4% | -58.4% | -33.7% |
| 3Y | -33.7% | +89.3% | -123.1% | -52.6% |
| 5Y | -15.0% | +43.3% | -58.2% | -30.7% |
| 10Y | +385.2% | +130.6% | +254.5% | +212.4% |
| All | +3,850.1% | +577.3% | +3,272.8% | +1,249.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling