+3,834.2%
CPRT vs IBB
+580.2%
+3,253.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | -1.4% | -1.4% | 0.0% | -0.9% |
| 30D | +21.5% | +6.8% | +14.7% | +17.5% |
| 3M | +9.4% | +9.2% | +0.2% | +4.5% |
| 6M | -3.3% | +28.3% | -31.6% | -14.7% |
| YTD | -17.8% | +29.4% | -47.2% | -28.2% |
| 1Y | -22.2% | +33.2% | -55.3% | -33.0% |
| 3Y | -34.0% | +90.2% | -124.2% | -52.9% |
| 5Y | -15.4% | +44.0% | -59.4% | -31.3% |
| 10Y | +376.0% | +133.1% | +242.9% | +205.0% |
| All | +3,834.2% | +580.2% | +3,253.9% | +1,240.8% |
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