+14,239.0%
CPRT vs RMD
+37,769.3%
-23,530.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +4.0% | +3.1% | +0.9% | +3.5% |
| 30D | +18.2% | +1.8% | +16.5% | +17.8% |
| 3M | +9.2% | +6.7% | +2.5% | +7.9% |
| 6M | -4.8% | +13.9% | -18.7% | -7.1% |
| YTD | -17.5% | -2.0% | -15.5% | -17.4% |
| 1Y | -22.0% | -5.4% | -16.6% | -21.5% |
| 3Y | -33.7% | +67.4% | -101.1% | -40.3% |
| 5Y | -15.0% | -5.7% | -9.2% | -16.4% |
| 10Y | +385.2% | +338.4% | +46.8% | +276.6% |
| All | +14,239.0% | +37,769.3% | -23,530.4% | +8,011.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling