+386.7%
CPRT vs PLUG
+25.0%
+361.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.9% | +1.3% |
| 7D | +1.6% | +14.5% | -12.9% | +0.6% |
| 30D | +18.8% | -10.7% | +29.5% | +19.5% |
| 3M | +9.4% | -31.2% | +40.6% | +11.9% |
| 6M | -4.4% | -51.9% | +47.5% | -0.4% |
| YTD | -17.1% | -23.9% | +6.7% | -17.4% |
| 1Y | -19.9% | -43.4% | +23.5% | -18.7% |
| 3Y | -30.5% | -74.7% | +44.2% | -31.5% |
| 5Y | -15.9% | -96.3% | +80.4% | -4.6% |
| 10Y | +386.7% | +20.0% | +366.7% | +295.5% |
| All | +386.7% | +25.0% | +361.7% | +295.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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