-9.8%
CPRT vs KMI
+157.3%
-167.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | 0.0% | -1.4% |
| 7D | -0.4% | -1.8% | +1.3% | -0.1% |
| 30D | +8.2% | +0.1% | +8.2% | +8.1% |
| 3M | +2.3% | +1.2% | +1.1% | +1.9% |
| 6M | -14.7% | -3.9% | -10.8% | -14.2% |
| YTD | -18.2% | +17.5% | -35.7% | -21.8% |
| 1Y | -33.4% | +22.6% | -56.0% | -37.1% |
| 3Y | -28.3% | +116.3% | -144.6% | -43.0% |
| 5Y | -9.8% | +157.6% | -167.4% | -35.9% |
| All | -9.8% | +157.3% | -167.1% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling