-9.8%
CPRT vs PODD
-54.3%
+44.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.3% | -1.2% |
| 7D | -0.4% | -6.9% | +6.5% | +0.9% |
| 30D | +8.2% | -3.5% | +11.7% | +8.9% |
| 3M | +2.3% | -13.6% | +15.9% | +4.4% |
| 6M | -14.7% | -42.6% | +27.9% | -6.8% |
| YTD | -18.2% | -51.5% | +33.3% | -7.8% |
| 1Y | -33.4% | -60.9% | +27.5% | -22.1% |
| 3Y | -28.3% | -19.8% | -8.6% | -30.3% |
| 5Y | -9.8% | -54.4% | +44.5% | -4.4% |
| All | -9.8% | -54.3% | +44.5% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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