-18.5%
CPRT vs LUNR
+54.8%
-73.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.7% | +3.0% | -1.7% |
| 7D | -0.4% | +0.5% | -0.9% | -0.4% |
| 30D | +8.2% | -5.3% | +13.6% | +8.3% |
| 3M | +2.3% | -45.6% | +47.9% | +2.7% |
| 6M | -14.7% | -17.4% | +2.6% | -14.8% |
| YTD | -18.2% | -7.9% | -10.2% | -18.4% |
| 1Y | -33.4% | +77.6% | -111.0% | -33.9% |
| 3Y | -28.3% | +247.4% | -275.8% | -29.0% |
| All | -18.5% | +54.8% | -73.3% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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