+21,298.9%
CPRT vs SONY
+389.9%
+20,909.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.2% | +0.9% | -2.3% |
| 7D | +0.4% | -5.2% | +5.6% | +1.7% |
| 30D | +9.9% | +0.3% | +9.6% | +9.8% |
| 3M | +5.6% | +6.2% | -0.6% | +4.0% |
| 6M | -13.6% | +9.5% | -23.2% | -15.8% |
| YTD | -16.7% | -8.1% | -8.6% | -15.5% |
| 1Y | -33.1% | -17.9% | -15.2% | -30.6% |
| 3Y | -27.1% | +41.5% | -68.6% | -34.6% |
| 5Y | -9.9% | +11.8% | -21.7% | -15.0% |
| 10Y | +415.3% | +275.4% | +139.9% | +271.1% |
| All | +21,298.9% | +389.9% | +20,909.1% | +14,417.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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