Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CPRT vs MOH✓SelectedUSD · MOHCPRT vs MOH performance historyLatest closeAs of-1.75%09/09
Stock and ETF performance explorer

CPRT vs MOH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+5,434.3%
MOH return
+1,286.6%
Excess return
+4,147.7%
Maximum drawdown
-57.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioMOHExcessAlpha
1D-1.7%-1.1%-0.6%-1.6%
7D-0.4%-4.2%+3.8%+0.2%
30D+8.2%-2.4%+10.6%+8.5%
3M+2.3%-4.4%+6.7%+2.6%
6M-14.7%+32.9%-47.7%-18.6%
YTD-18.2%+11.9%-30.1%-20.8%
1Y-33.4%+6.9%-40.3%-35.4%
3Y-28.3%-39.4%+11.1%-26.6%
5Y-9.8%-25.0%+15.1%-11.2%
10Y+412.4%+244.9%+167.5%+295.4%
All+5,434.3%+1,286.6%+4,147.7%+3,167.4%

Cumulative growth

Daily Returns

Daily percentage return beside MOH.

Daily Out/Under-Performance

Portfolio return minus MOH return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MOH 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 MOH 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