-18.7%
CPRT vs LNT
+55.9%
-74.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.7% |
| 7D | -0.4% | +1.0% | -1.4% | -0.7% |
| 30D | +21.2% | +9.6% | +11.6% | +18.4% |
| 3M | +8.3% | +5.4% | +2.9% | +6.8% |
| 6M | -3.4% | +3.1% | -6.5% | -4.1% |
| YTD | -18.7% | +16.5% | -35.2% | -22.0% |
| 1Y | -23.5% | +12.3% | -35.8% | -26.0% |
| 3Y | -34.2% | +70.3% | -104.5% | -43.9% |
| All | -18.7% | +55.9% | -74.6% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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