-22.5%
CPRT vs KMI
+21.4%
-44.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | -1.1% |
| 7D | +9.9% | -10.3% | +20.3% | +8.3% |
| 30D | +21.1% | -5.3% | +26.4% | +19.7% |
| 3M | +12.3% | -2.1% | +14.5% | +11.1% |
| 6M | -2.0% | -4.8% | +2.8% | -2.8% |
| YTD | -17.0% | +14.0% | -31.0% | -15.5% |
| 1Y | -22.5% | +20.9% | -43.4% | -21.5% |
| All | -22.5% | +21.4% | -44.0% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling