-25.4%
CPRT vs SUI
+12.1%
-37.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.5% |
| 7D | +2.2% | -2.8% | +5.0% | +2.9% |
| 30D | +16.6% | -1.2% | +17.8% | +17.0% |
| 3M | +9.6% | -1.7% | +11.3% | +10.1% |
| 6M | -11.1% | -10.5% | -0.7% | -9.3% |
| YTD | -13.9% | -1.8% | -12.0% | -13.4% |
| 1Y | -32.5% | -4.1% | -28.4% | -32.0% |
| All | -25.4% | +12.1% | -37.5% | -28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling