Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CPRT vs RGEN✓SelectedUSD · RGENCPRT vs RGEN performance historyLatest closeAs of+0.42%09/04
Stock and ETF performance explorer

CPRT vs RGEN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+22,034.1%
RGEN return
+2,478.5%
Excess return
+19,555.7%
Maximum drawdown
-72.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioRGENExcessAlpha
1D+0.4%-1.2%+1.6%+0.5%
7D+2.2%-4.9%+7.1%+2.5%
30D+16.6%+5.7%+11.0%+16.3%
3M+9.6%+32.4%-22.9%+7.8%
6M-11.1%+33.2%-44.3%-12.7%
YTD-13.9%+2.3%-16.2%-14.2%
1Y-32.5%+39.0%-71.5%-34.0%
3Y-25.0%-4.6%-20.4%-26.0%
5Y-7.4%-42.7%+35.3%-7.1%
10Y+422.0%+433.6%-11.6%+371.6%
All+22,034.1%+2,478.5%+19,555.7%+16,924.6%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling