+385.2%
CPRT vs MUB
+21.7%
+363.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | 0.0% |
| 7D | +4.0% | +0.6% | +3.4% | +3.3% |
| 30D | +18.2% | +3.4% | +14.8% | +14.3% |
| 3M | +9.2% | -0.7% | +9.8% | +9.9% |
| 6M | -4.8% | -1.0% | -3.9% | -3.9% |
| YTD | -17.5% | 0.0% | -17.5% | -17.5% |
| 1Y | -22.0% | +0.4% | -22.4% | -22.3% |
| 3Y | -33.7% | +10.5% | -44.2% | -40.4% |
| 5Y | -15.0% | +3.1% | -18.1% | -18.4% |
| 10Y | +385.2% | +22.0% | +363.1% | +396.2% |
| All | +385.2% | +21.7% | +363.5% | +396.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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