-21.9%
CPRT vs SWK
+77.5%
-99.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.1% |
| 7D | +4.0% | +11.3% | -7.3% | +1.3% |
| 30D | +18.2% | +31.5% | -13.2% | +11.8% |
| 3M | +9.2% | +14.4% | -5.3% | +5.5% |
| 6M | -4.8% | +46.4% | -51.3% | -11.6% |
| YTD | -17.5% | +61.6% | -79.1% | -23.4% |
| All | -21.9% | +77.5% | -99.4% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling