-33.1%
CPRT vs IWD
+28.8%
-61.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.8% |
| 7D | +0.4% | -0.2% | +0.6% | +0.5% |
| 30D | +9.9% | -0.8% | +10.7% | +10.4% |
| 3M | +5.6% | +8.0% | -2.4% | +1.6% |
| 6M | -13.6% | +18.2% | -31.8% | -21.9% |
| YTD | -16.7% | +22.3% | -39.1% | -25.4% |
| 1Y | -33.1% | +28.9% | -62.0% | -41.7% |
| All | -33.1% | +28.8% | -61.9% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IWD 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling