+326.0%
CPRT vs SEI
+605.9%
-280.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.5% |
| 7D | -0.4% | +10.5% | -10.8% | -0.9% |
| 30D | +21.2% | -8.0% | +29.2% | +21.1% |
| 3M | +8.3% | +6.7% | +1.6% | +6.6% |
| 6M | -3.4% | -17.0% | +13.7% | -3.9% |
| YTD | -18.7% | +39.7% | -58.4% | -23.5% |
| 1Y | -23.5% | +43.2% | -66.7% | -28.4% |
| 3Y | -34.2% | +676.3% | -710.5% | -52.6% |
| 5Y | -18.2% | +891.0% | -909.2% | -46.1% |
| All | +326.0% | +605.9% | -280.0% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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