+412.4%
CPRT vs RMD
+269.7%
+142.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.6% |
| 7D | -0.4% | -4.7% | +4.3% | +1.2% |
| 30D | +8.2% | +0.2% | +8.0% | +8.1% |
| 3M | +2.3% | +12.0% | -9.7% | -1.7% |
| 6M | -14.7% | -12.5% | -2.2% | -11.3% |
| YTD | -18.2% | -7.9% | -10.2% | -16.4% |
| 1Y | -33.4% | -20.4% | -13.0% | -28.8% |
| 3Y | -28.3% | +53.1% | -81.4% | -41.4% |
| 5Y | -9.8% | -22.1% | +12.3% | -7.1% |
| 10Y | +412.4% | +275.4% | +137.0% | +217.7% |
| All | +412.4% | +269.7% | +142.7% | +217.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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