-27.6%
CPRT vs KMI
+119.2%
-146.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.2% | -3.6% |
| 7D | +0.4% | -0.4% | +0.8% | +0.4% |
| 30D | +9.9% | +3.7% | +6.2% | +9.1% |
| 3M | +5.6% | +3.2% | +2.5% | +5.0% |
| 6M | -13.6% | -3.0% | -10.6% | -13.3% |
| YTD | -16.7% | +19.7% | -36.4% | -20.0% |
| 1Y | -33.1% | +25.6% | -58.8% | -36.5% |
| All | -27.6% | +119.2% | -146.7% | -42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling