+56.1%
CPRT vs OPEN
-70.7%
+126.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.4% |
| 7D | +2.2% | -4.3% | +6.5% | +2.5% |
| 30D | +16.6% | -16.2% | +32.9% | +18.0% |
| 3M | +9.6% | -36.4% | +46.0% | +12.5% |
| 6M | -11.1% | -35.5% | +24.3% | -9.1% |
| YTD | -13.9% | -46.0% | +32.1% | -11.2% |
| 1Y | -32.5% | -47.1% | +14.6% | -32.5% |
| 3Y | -25.0% | -19.0% | -6.0% | -33.9% |
| 5Y | -7.4% | -83.6% | +76.2% | -15.8% |
| All | +56.1% | -70.7% | +126.8% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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