-14.1%
CPRT vs KWEB
-45.1%
+31.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.8% |
| 7D | -8.4% | -4.3% | -4.1% | -7.8% |
| 30D | +4.6% | -13.0% | +17.6% | +6.7% |
| 3M | -1.9% | -7.6% | +5.6% | -0.9% |
| 6M | -15.3% | -21.1% | +5.8% | -12.6% |
| YTD | -21.5% | -28.2% | +6.8% | -17.9% |
| 1Y | -36.6% | -34.9% | -1.8% | -32.9% |
| 3Y | -31.2% | -0.8% | -30.4% | -33.2% |
| 5Y | -14.1% | -43.6% | +29.4% | -11.4% |
| All | -14.1% | -45.1% | +31.0% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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