+425.5%
CPRT vs LDOS
+278.0%
+147.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.2% |
| 7D | +2.2% | -5.4% | +7.6% | +4.2% |
| 30D | +16.6% | +4.9% | +11.8% | +14.5% |
| 3M | +9.6% | +7.2% | +2.4% | +6.4% |
| 6M | -11.1% | -24.2% | +13.1% | -2.8% |
| YTD | -13.9% | -25.8% | +11.9% | -5.7% |
| 1Y | -32.5% | -24.7% | -7.8% | -26.8% |
| 3Y | -25.0% | +39.3% | -64.3% | -37.5% |
| 5Y | -7.4% | +43.3% | -50.7% | -25.6% |
| All | +425.5% | +278.0% | +147.5% | +194.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 10y: compounded portfolio wealth divided by compounded LDOS 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…
10y analysis · Full analysis span regression · 6 months rolling