+387.6%
CPRT vs KMI
+137.5%
+250.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.6% |
| 7D | -8.4% | -2.1% | -6.4% | -7.9% |
| 30D | +4.6% | -1.7% | +6.3% | +5.0% |
| 3M | -1.9% | -1.9% | -0.1% | -1.6% |
| 6M | -15.3% | -4.3% | -11.0% | -14.6% |
| YTD | -21.5% | +15.8% | -37.3% | -25.5% |
| 1Y | -36.6% | +17.6% | -54.2% | -40.3% |
| 3Y | -31.2% | +113.1% | -144.3% | -47.6% |
| 5Y | -14.1% | +154.0% | -168.1% | -39.2% |
| All | +387.6% | +137.5% | +250.1% | +230.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling