-16.1%
CPRT vs INVH
-20.2%
+4.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -11.2% | -3.0% | -8.2% | -9.9% |
| 30D | +3.3% | -7.5% | +10.8% | +7.0% |
| 3M | -3.6% | -5.5% | +2.0% | -1.0% |
| 6M | -15.8% | +11.7% | -27.5% | -19.9% |
| YTD | -23.5% | +1.3% | -24.8% | -24.2% |
| 1Y | -38.8% | -6.1% | -32.7% | -37.3% |
| 3Y | -33.4% | -9.8% | -23.7% | -31.9% |
| All | -16.1% | -20.2% | +4.0% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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