+376.0%
CPRT vs PSA
+133.3%
+242.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -1.4% | -2.1% | +0.7% | -0.6% |
| 30D | +21.5% | +16.2% | +5.3% | +15.0% |
| 3M | +9.4% | +4.3% | +5.1% | +7.7% |
| 6M | -3.3% | +9.9% | -13.2% | -6.6% |
| YTD | -17.8% | +33.3% | -51.1% | -26.4% |
| 1Y | -22.2% | +25.8% | -48.0% | -28.9% |
| 3Y | -34.0% | +54.8% | -88.8% | -45.5% |
| 5Y | -15.4% | +27.5% | -43.0% | -25.6% |
| 10Y | +376.0% | +134.5% | +241.5% | +233.2% |
| All | +376.0% | +133.3% | +242.7% | +233.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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