-9.8%
CPRT vs QID
-80.7%
+70.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.6% |
| 7D | -0.4% | -1.9% | +1.5% | -1.0% |
| 30D | +8.2% | +1.7% | +6.5% | +8.9% |
| 3M | +2.3% | -3.9% | +6.2% | +1.2% |
| 6M | -14.7% | -30.0% | +15.2% | -24.1% |
| YTD | -18.2% | -28.2% | +10.0% | -26.3% |
| 1Y | -33.4% | -35.6% | +2.3% | -42.1% |
| 3Y | -28.3% | -74.3% | +46.0% | -53.2% |
| 5Y | -9.8% | -80.8% | +71.0% | -38.3% |
| All | -9.8% | -80.7% | +70.8% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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