+22,034.1%
CPRT vs MKC
+1,693.4%
+20,340.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.7% |
| 7D | +2.2% | -5.9% | +8.1% | +4.1% |
| 30D | +16.6% | -0.9% | +17.5% | +16.8% |
| 3M | +9.6% | +12.7% | -3.1% | +5.2% |
| 6M | -11.1% | -19.3% | +8.2% | -5.5% |
| YTD | -13.9% | -22.2% | +8.3% | -7.8% |
| 1Y | -32.5% | -23.3% | -9.2% | -27.6% |
| 3Y | -25.0% | -30.0% | +5.0% | -18.6% |
| 5Y | -7.4% | -33.8% | +26.4% | +1.0% |
| 10Y | +422.0% | +24.4% | +397.5% | +349.5% |
| All | +22,034.1% | +1,693.4% | +20,340.8% | +8,910.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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