+9.1%
CPRT vs SOUN
-60.0%
+69.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.4% |
| 7D | -0.4% | -15.1% | +14.7% | +0.2% |
| 30D | +21.2% | -23.0% | +44.1% | +22.2% |
| 3M | +8.3% | -53.3% | +61.6% | +11.0% |
| 6M | -3.4% | -58.6% | +55.2% | -0.7% |
| YTD | -18.7% | -65.0% | +46.3% | -16.3% |
| 1Y | -23.5% | -71.4% | +47.9% | -20.8% |
| 3Y | -34.2% | +75.4% | -109.5% | -37.5% |
| All | +9.1% | -60.0% | +69.0% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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