+385.2%
CPRT vs SUI
+117.1%
+268.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | +4.0% | +3.4% | +0.6% | +2.7% |
| 30D | +18.2% | +4.6% | +13.6% | +16.2% |
| 3M | +9.2% | +1.6% | +7.6% | +8.6% |
| 6M | -4.8% | -3.5% | -1.4% | -3.4% |
| YTD | -17.5% | -1.0% | -16.5% | -17.2% |
| 1Y | -22.0% | -1.7% | -20.3% | -21.6% |
| 3Y | -33.7% | +18.4% | -52.1% | -39.8% |
| 5Y | -15.0% | -26.3% | +11.4% | -6.5% |
| 10Y | +385.2% | +123.3% | +261.8% | +309.5% |
| All | +385.2% | +117.1% | +268.0% | +309.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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