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  • CPRT vs NI✓SelectedUSD · NICPRT vs NI performance historyLatest closeAs of+0.42%09/04
Stock and ETF performance explorer

CPRT vs NI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+22,034.1%
NI return
+2,492.1%
Excess return
+19,542.0%
Maximum drawdown
-72.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioNIExcessAlpha
1D+0.4%-0.6%+1.1%+0.6%
7D+2.2%+2.0%+0.2%+1.6%
30D+16.6%-3.5%+20.2%+17.8%
3M+9.6%-9.1%+18.7%+12.7%
6M-11.1%-11.8%+0.7%-7.9%
YTD-13.9%+1.1%-15.0%-14.4%
1Y-32.5%+6.7%-39.2%-34.1%
3Y-25.0%+71.1%-96.1%-37.1%
5Y-7.4%+94.3%-101.7%-25.9%
10Y+422.0%+135.8%+286.2%+286.5%
All+22,034.1%+2,492.1%+19,542.0%+8,502.9%

Cumulative growth

Daily Returns

Daily percentage return beside NI.

Daily Out/Under-Performance

Portfolio return minus NI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × NI 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 NI 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