-14.1%
CPRT vs SU
+341.5%
-355.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -8.4% | +1.7% | -10.1% | -8.6% |
| 30D | +4.6% | +9.6% | -5.0% | +3.7% |
| 3M | -1.9% | +11.7% | -13.7% | -3.1% |
| 6M | -15.3% | +21.9% | -37.2% | -17.4% |
| YTD | -21.5% | +58.6% | -80.1% | -25.7% |
| 1Y | -36.6% | +66.5% | -103.1% | -40.5% |
| 3Y | -31.2% | +121.4% | -152.6% | -38.1% |
| 5Y | -14.1% | +355.7% | -369.8% | -35.6% |
| All | -14.1% | +341.5% | -355.6% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 5y: compounded portfolio wealth divided by compounded SU 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…
5y analysis · Full analysis span regression · 6 months rolling