Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CPRT vs PGR✓SelectedUSD · PGRCPRT vs PGR performance historyLatest closeAs of-4.00%09/10
Stock and ETF performance explorer

CPRT vs PGR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+20,084.6%
PGR return
+16,204.8%
Excess return
+3,879.8%
Maximum drawdown
-72.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioPGRExcessAlpha
1D-4.0%+0.3%-4.3%-4.1%
7D-8.4%-3.4%-5.0%-7.5%
30D+4.6%+1.8%+2.8%+4.1%
3M-1.9%+5.9%-7.9%-3.6%
6M-15.3%+4.6%-19.9%-16.6%
YTD-21.5%+1.1%-22.5%-22.0%
1Y-36.6%-6.6%-30.1%-35.8%
3Y-31.2%+74.2%-105.4%-42.0%
5Y-14.1%+159.5%-173.6%-36.4%
10Y+391.9%+813.4%-421.5%+156.1%
All+20,084.6%+16,204.8%+3,879.8%+5,519.3%

Cumulative growth

Daily Returns

Daily percentage return beside PGR.

Daily Out/Under-Performance

Portfolio return minus PGR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PGR 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 PGR 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