+14,356.5%
CPRT vs IVZ
+948.4%
+13,408.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.4% |
| 7D | -1.5% | +5.1% | -6.6% | -2.7% |
| 30D | +21.4% | -1.6% | +22.9% | +21.6% |
| 3M | +10.4% | -9.1% | +19.5% | +12.7% |
| 6M | -4.3% | +1.8% | -6.1% | -5.7% |
| YTD | -18.3% | +10.8% | -29.1% | -21.5% |
| 1Y | -22.5% | +19.1% | -41.6% | -27.0% |
| 3Y | -34.3% | +144.4% | -178.8% | -49.8% |
| 5Y | -17.8% | +33.6% | -51.3% | -28.0% |
| 10Y | +373.5% | +41.7% | +331.8% | +276.0% |
| All | +14,356.5% | +948.4% | +13,408.1% | +6,487.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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