-31.7%
CPRT vs KVUE
-8.9%
-22.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | -8.4% | -6.1% | -2.3% | -7.8% |
| 30D | +4.6% | -5.6% | +10.2% | +5.3% |
| 3M | -1.9% | -0.3% | -1.6% | -1.7% |
| 6M | -15.3% | +1.4% | -16.7% | -15.3% |
| YTD | -21.5% | +6.7% | -28.2% | -21.8% |
| 1Y | -36.6% | +1.0% | -37.6% | -36.5% |
| All | -31.7% | -8.9% | -22.7% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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