+386.7%
CPRT vs RY
+367.8%
+18.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +0.6% |
| 7D | +1.6% | -0.2% | +1.8% | +1.8% |
| 30D | +18.8% | +7.1% | +11.7% | +14.0% |
| 3M | +9.4% | -2.7% | +12.1% | +10.9% |
| 6M | -4.4% | +13.8% | -18.2% | -12.6% |
| YTD | -17.1% | +22.1% | -39.2% | -27.8% |
| 1Y | -19.9% | +43.1% | -63.0% | -37.2% |
| 3Y | -30.5% | +163.6% | -194.1% | -64.5% |
| 5Y | -15.9% | +126.2% | -142.2% | -52.7% |
| 10Y | +386.7% | +358.7% | +28.0% | +76.9% |
| All | +386.7% | +367.8% | +18.9% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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