-6.8%
CPRT vs MUB
+2.2%
-9.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +2.2% | -0.9% | +3.1% | +3.1% |
| 30D | +16.6% | -1.4% | +18.1% | +18.4% |
| 3M | +9.6% | -2.2% | +11.7% | +12.1% |
| 6M | -11.1% | -1.9% | -9.2% | -9.4% |
| YTD | -13.9% | -0.8% | -13.1% | -13.2% |
| 1Y | -32.5% | +2.7% | -35.3% | -34.4% |
| 3Y | -25.0% | +8.6% | -33.6% | -32.6% |
| All | -6.8% | +2.2% | -9.0% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling