+412.4%
CPRT vs RGEN
+402.3%
+10.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.3% | -1.3% |
| 7D | -0.4% | -4.6% | +4.2% | +0.5% |
| 30D | +8.2% | +1.2% | +7.1% | +7.9% |
| 3M | +2.3% | +26.8% | -24.5% | -2.9% |
| 6M | -14.7% | +29.1% | -43.8% | -19.9% |
| YTD | -18.2% | +0.7% | -18.9% | -19.3% |
| 1Y | -33.4% | +39.1% | -72.4% | -39.0% |
| 3Y | -28.3% | +2.2% | -30.6% | -33.3% |
| 5Y | -9.8% | -44.0% | +34.2% | -8.9% |
| 10Y | +412.4% | +412.7% | -0.4% | +219.6% |
| All | +412.4% | +402.3% | +10.1% | +219.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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