-16.7%
CPRT vs KVUE
-17.7%
+1.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.5% | -3.1% |
| 7D | +0.4% | -1.9% | +2.3% | +0.6% |
| 30D | +9.9% | -3.3% | +13.2% | +10.3% |
| 3M | +5.6% | +6.0% | -0.3% | +5.2% |
| 6M | -13.6% | +2.3% | -16.0% | -13.8% |
| YTD | -16.7% | +10.3% | -27.1% | -17.4% |
| 1Y | -33.1% | +4.6% | -37.7% | -33.3% |
| 3Y | -27.1% | -2.2% | -24.9% | -26.8% |
| All | -16.7% | -17.7% | +1.1% | -15.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling