+412.4%
CPRT vs MUB
+17.4%
+395.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -0.4% | -0.7% | +0.3% | +0.3% |
| 30D | +8.2% | -2.0% | +10.2% | +10.4% |
| 3M | +2.3% | -2.5% | +4.8% | +5.0% |
| 6M | -14.7% | -2.3% | -12.4% | -12.7% |
| YTD | -18.2% | -1.3% | -16.9% | -17.1% |
| 1Y | -33.4% | +1.1% | -34.5% | -34.1% |
| 3Y | -28.3% | +8.2% | -36.5% | -34.0% |
| 5Y | -9.8% | +1.5% | -11.3% | -12.1% |
| 10Y | +412.4% | +17.6% | +394.8% | +415.8% |
| All | +412.4% | +17.4% | +395.0% | +415.8% |
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