+412.4%
CPRT vs SPG
+59.6%
+352.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.0% |
| 7D | -0.4% | -1.7% | +1.2% | +0.1% |
| 30D | +8.2% | -6.3% | +14.5% | +10.3% |
| 3M | +2.3% | -2.4% | +4.7% | +3.1% |
| 6M | -14.7% | +9.6% | -24.4% | -17.0% |
| YTD | -18.2% | +14.2% | -32.4% | -21.3% |
| 1Y | -33.4% | +19.3% | -52.7% | -36.8% |
| 3Y | -28.3% | +106.7% | -135.0% | -42.2% |
| 5Y | -9.8% | +104.2% | -114.0% | -27.7% |
| 10Y | +412.4% | +63.7% | +348.7% | +307.9% |
| All | +412.4% | +59.6% | +352.8% | +307.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling